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Original filing (PDF)20250904111744NAL0009697379001
BRT, INC.
Form 5500
FILING_RECEIVED
BRT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
121
Accounts w/ balance
140
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRT, INC..
Plan sponsor
Name
BRT, INC.
EIN
23-2739555
Address
813 N OCTORARA TRAIL · PARKESBURG, PA · 19365
Phone
(888) 282-5786
Industry
Transportation & Warehousingsee 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
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL LLC | — | ROCKFORD, IL | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS INC | — | HARRISBURG, PA | TPA | $6K | — |
Investments
34 direct securities· $5.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2030 INV | — | — | — | $959K | 17.6% | |
| The Vanguard Group Vanguard Target Retirement 2025 INV | — | — | — | $794K | 14.6% | |
| The Vanguard Group Vanguard Target Retirement 2045 INV | — | — | — | $658K | 12.1% | |
| The Vanguard Group Vanguard Target Retirement 2035 INV | — | — | — | $540K | 9.9% | |
| The Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $421K | 7.7% | |
| The Vanguard Group Vanguard Target Retirement 2040 INV | — | — | — | $316K | 5.8% | |
| The Vanguard Group Vanguard Total International Stock Index Admiral Fund | — | — | — | $238K | 4.4% | |
| The Vanguard Group Vanguard Total Bond Market Index Admiral Fund | — | — | — | $204K | 3.7% | |
| The Vanguard Group Vanguard Growth Index Admiral Fund | — | — | — | $185K | 3.4% | |
| The Vanguard Group Vanguard Target Retirement 2050 INV | — | — | — | $119K | 2.2% | |
| The Vanguard Group Vanguard Small Cap Index Admiral Fund | — | — | — | $108K | 2.0% | |
| The Vanguard Group Vanguard Target Retirement 2055 INV | — | — | — | $107K | 2.0% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $96K | 1.8% | |
| The Vanguard Group Vanguard Value Index Admiral Fund | — | — | — | $95K | 1.7% | |
| The Vanguard Group Vanguard Target Retirement 2060 INV | — | — | — | $79K | 1.4% | |
| The Vanguard Group Vanguard Target Retirement Income INV | — | — | — | $69K | 1.3% | |
| The Vanguard Group Vanguard Mid Cap Index Fund Admiral Fund | — | — | — | $67K | 1.2% | |
| Contract with Insurance Company * Empower Capital Management Key Guaranteed Portfolio Fund, at contract value | — | — | — | $57K | 1.0% | |
| The Vanguard Group Vanguard Total Stock Market Index Admiral Fund | — | — | — | $51K | 0.9% | |
| The Vanguard Group Vanguard Small Cap Value Index Admiral Fund | — | — | — | $47K | 0.9% | |
| The Vanguard Group Vanguard International Growth Admiral Fund | — | — | — | $40K | 0.7% | |
| PIMCO Income Institutional Fund | — | — | — | $38K | 0.7% | |
| American Funds American Funds New World Fund R6 | — | — | — | $38K | 0.7% | |
| The Vanguard Group Vanguard Target Retirement 2020 INV | — | — | — | $17K | 0.3% | |
| The Vanguard Group Vanguard Mid Cap Growth Index Fund Admiral Fund | — | — | — | $15K | 0.3% | |
| The Vanguard Group Vanguard Mid Cap Value Index Admiral Fund | — | — | — | $12K | 0.2% | |
| Goldman Sachs Goldman Sachs Inflation Protected Securities Fund R6 | — | — | — | $10K | 0.2% | |
| Federated Institutional High Yield Bond Fund R6 | — | — | — | $9K | 0.2% | |
| DFA Commodity Strategy I Fund | — | — | — | $9K | 0.2% | |
| Registered Investment Companies American Funds American Funds Bond Fund of America Fund R6 | — | — | — | $9K | 0.2% | |
| DWS Reef Real Estate Securities R6 | — | — | — | $7K | 0.1% | |
| The Vanguard Group Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $7K | 0.1% | |
| The Vanguard Group Vanguard Total International Bond Index Admiral Fund | — | — | — | $5K | <0.1% | |
| The Vanguard Group Vanguard Target Retirement 2065 INV | — | — | — | $5K | <0.1% |
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