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Original filing (PDF)20251014115748NAL0005719714001
BRODART CO.
Form 5500
FILING_RECEIVED
BRODART RETIREMENT PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
360
Accounts w/ balance
499
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Registered Investment Companies American Funds American Funds 2030 Target Date Retirement Fund" is 27% of plan.
- 54 bps in Schedule C fees — 88% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRODART CO..
Plan sponsor
Name
BRODART CO.
EIN
23-2248758
Address
500 ARCH STREET · WILLIAMSPORT, PA · 177017809
Phone
(570) 326-2461
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DANNIBLE AND MCKEE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARVIEW WEALTH ADVISORS LLC | 42-1445429 | — | ADVISOR | $43K | — |
Investments
30 direct securities · 1 pooled fund· $17.5M(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
$17.0M
30 holdings
Common Collective Trust
$503K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $4.7M | 26.8% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $2.8M | 16.2% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $2.7M | 15.7% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $1.6M | 9.2% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $1.2M | 6.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $883K | 5.0% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $759K | 4.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $503K | 2.9% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $453K | 2.6% | |
| BlackRock Technology Opportunities I | — | — | — | $314K | 1.8% | |
| JP Morgan JP Morgan Large Cap Growth Fund | — | — | — | $245K | 1.4% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $236K | 1.3% | |
| Participant Loans * Participants Participant loans due at various dates with interest rates of 4.25% to 9.50% | — | — | — | $198K | 1.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $103K | 0.6% | |
| DFA Global Equity Portfolio Institutional Class | — | — | — | $100K | 0.6% | |
| Prudential Jennison Health Sciences Fund | — | — | — | $99K | 0.6% | |
| Self Directed Brokerage Brokeragelink Self directed brokerage investments | — | — | — | $95K | 0.5% | |
| Putnam Large Cap Value Fund | — | — | — | $55K | 0.3% | |
| JP Morgan JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $52K | 0.3% | |
| Columbia Small Cap Growth Fund | — | — | — | $52K | 0.3% | |
| Vanguard Equity-Income Fund | — | — | — | $51K | 0.3% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $48K | 0.3% | |
| Federated Institutional High Yield Bond Fund | — | — | — | $47K | 0.3% | |
| Vanguard Financial Index Adm | — | — | — | $31K | 0.2% | |
| Allspring Special Small Cap Value Fund | — | — | — | $27K | 0.2% | |
| BlackRock Total Return Fund | — | — | — | $24K | 0.1% | |
| Prudential Jennison Utilities Fund | — | — | — | $23K | 0.1% | |
| JP Morgan JP Morgan Government Bond I | — | — | — | $19K | 0.1% | |
| Money Market Funds * Fidelity Government Money Market | — | — | — | $17K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $16K | <0.1% | |
| Life Insurance Genworth Life & Annuity Insurance Cash surrender value | — | — | — | $2K | <0.1% |
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