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Original filing (PDF)20250926115223NAL0010100032001
BROTHERS, INC.
Form 5500
FILING_RECEIVED
BROTHERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
155
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROTHERS, INC..
Plan sponsor
Name
BROTHERS, INC.
EIN
23-2169136
Address
1000 SUSSEX BLVD. · BROOMALL, PA · 19008
Phone
(610) 888-0460
Industry
Electrical Contractors· Constructionsee 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
2025-09-26
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST | — | WILMINGTON, DE | NONE | $25K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
Investments
23 direct securities · 1 pooled fund· $13.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.5M
23 holdings
Common Collective Trust
$396K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.8M | 13.0% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.5M | 10.6% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $1.3M | 9.1% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $1.1M | 8.1% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.0M | 7.5% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $973K | 7.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $792K | 5.7% | |
| Dodge & Cox Balanced Fund I Dodge 0 | — | — | — | $763K | 5.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $678K | 4.9% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $670K | 4.8% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $592K | 4.3% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $502K | 3.6% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $467K | 3.4% | |
| Invesco Intl Small-Mid Company R6 Invesco 0 | — | — | — | $441K | 3.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $396K | 2.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $231K | 1.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $221K | 1.6% | |
| Vanguard Tax Managed Bal Admiral Vanguard 0 | — | — | — | $140K | 1.0% | |
| Fidelity Large Cap Value Index Fidelity 0 | — | — | — | $135K | 1.0% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $90K | 0.6% | |
| Federated Hermes Instl Hiyd Bd IS Federated 0 | — | — | — | $52K | 0.4% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $20K | 0.1% | |
| American Funds Capital Inc Bldr R6 American Funds 0 | — | — | — | $7K | <0.1% | |
| Invesco Developing Markets R6 Invesco 0 | — | — | — | $1K | <0.1% |