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Original filing (PDF)20251010213540NAL0004508787001
BRIAD WENCO, LLC
Form 5500
FILING_RECEIVED
BRIAD AFFILIATED COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
~99 bps in Sched C fees
Active participants
821
Accounts w/ balance
241
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 99 bps in Schedule C fees — 241% above peer band of 29 bps.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIAD WENCO, LLC.
Plan sponsor
Name
BRIAD WENCO, LLC
EIN
22-3330915
Address
78 OKNER PARKWAY · LIVINGSTON, NJ · 07039
Phone
(973) 597-6433
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MSPC, CERTIFIED PUBLIC ACCOUNTANT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | — | WILMINGTON, DE | INVESTMENT ADVISOR | $25K | — |
Investments
20 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company Principal Blue Chip R6 | — | — | — | $1.8M | 15.3% | |
| Empower Trust Company Guaranteed Income Fund ** $ | — | — | — | $1.3M | 11.6% | |
| Empower Trust Company Fidelity 500 Index | — | — | — | $1.2M | 10.8% | |
| Empower Trust Company JP Morgan Equity Income R6 | — | — | — | $934K | 8.1% | |
| Empower Trust Company American Funds Intl GR and Inc R6 | — | — | — | $816K | 7.1% | |
| Empower Trust Company American Funds 2010 Trgt Date Retire R6 ** 164 * Empower Trust Company American Funds 2015 Trgt Date Retire R6 | — | — | — | $755K | 6.6% | |
| Empower Trust Company Hartford Total Return Bond | — | — | — | $729K | 6.4% | |
| Empower Trust Company MFS Mid Cap Value R6 | — | — | — | $721K | 6.3% | |
| Empower Trust Company Allspring Special Small Cap Value R6 | — | — | — | $706K | 6.1% | |
| Empower Trust Company American Funds 2020 Trgt Date Retire R6 ** 118 * Empower Trust Company American Funds 2025 Trgt Date Retire R6 ** 119 * Empower Trust Company American Funds 2030 Trgt Date Retire R6 | — | — | — | $595K | 5.2% | |
| Empower Trust Company JP Morgan Mid Cap Growth R6 | — | — | — | $515K | 4.5% | |
| Empower Trust Company T. Rowe U.S. Equity Research | — | — | — | $407K | 3.5% | |
| Empower Trust Company American Funds 2035 Trgt Date Retire R6 | — | — | — | $382K | 3.3% | |
| Empower Trust Company American Funds Capital World G/I R6 | — | — | — | $177K | 1.5% | |
| Empower Trust Company American Beacon Intl Equity R5 | — | — | — | $170K | 1.5% | |
| Notes Receivable from Participants 4.25% - 9.50% maturing through October 2028 | — | — | — | $111K | 1.0% | |
| Empower Trust Company Fidelity Small Cap Index ** 787 * Empower Trust Company Principal Small Cap Growth I R6 | — | — | — | $109K | 0.9% | |
| Empower Trust Company American Funds 2040 Trgt Date Retire R6 ** 101 * Empower Trust Company American Funds 2045 Trgt Date Retire R6 ** 101 * Empower Trust Company American Funds 2050 Trgt Date Retire R6 | — | — | — | $7K | <0.1% | |
| Empower Trust Company American Funds 2055 Trgt Date Retire R6 ** 295 * Empower Trust Company American Funds 2060 Trgt Date Retire R6 | — | — | — | $5K | <0.1% | |
| Empower Trust Company Fidelity Mid Cap Index | — | — | — | $4K | <0.1% |