How big is Frank Bryan, Inc.'s plan?

Frank Bryan, Inc.'s plan reported $13.9M in assets and 114 participants for 2024.

Original filing (PDF)20251007084243NAL0004512865001

Frank Bryan, Inc.

Name: Frank Bryan, Inc. — Bryan Associated Group 401(k), Form 5500 (2024)
Creator: Frank Bryan, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bryan Associated Group 401(k) and Profit Sharing Plan

401(k) retirement plan · Frank Bryan, Inc.'s Bryan Associated Group 401(k) and Profit Sharing Plan held $13.9M in plan assets for 114 participants in 2024, with Empower as recordkeeper.

Signals · 1

29% in single holding

Active participants

114

Accounts w/ balance

136

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

Plan identifiers

Frank Bryan, Inc.'s EIN is 25-0377285.

EIN 25-0377285

Plan number 001

Plan year 2024

ACK ID 20251007084243NAL0004512865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frank Bryan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frank Bryan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

FRANK BRYAN, INC.

EIN

all filings

Address

3501 NEVILLE ROAD · PITTSBURGH, PA · 15225

Phone

(412) 670-8411

Industry

Construction

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO. OF AM	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$35K	—
EMPOWER ADVISORY GROUP	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

30 direct securities· $15.0M(100% of reported assets)

Other securities

$6.6M

18 holdings

Mutual Funds

$5.0M

7 holdings

Common Collective Trusts

$2.3M

3 holdings

Cash / Money Market

$688K

1 holding

Bonds / Notes

$445K

1 holding

					% of plan
Putnam Dynamic Asset Allocation Balanced Fund	Mutual Funds	—	—	$4.3M	30.8%
Ishares S&P 500 Index Fund	Common Collective Trusts	—	—	$1.6M	11.4%
Mass Mutual/ Fortitude Variable Annuity Contracts	Other securities	—	—	$1.3M	9.4%
Bryan Associated Gr. 401k & PS MASS MUTUAL ANNUITIES	Other securities	—	—	$1.0M	7.3%
Empower Key Guaranteed Portfolio Fund	Other securities	—	—	$732K	5.3%
Mass Mutual Life Insurance Cash Surrender Values	Cash / Money Market	—	—	$688K	4.9%
T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$645K	4.6%
Participant Loans Interest Rate - 4.25% - 9.50%; Due 3/2030 -	Bonds / Notes	—	—	$445K	3.2%
Prudential Total Return Bond Fund	Other securities	—	—	$400K	2.9%
Federated MDT Large Cap Value Fund	Other securities	—	—	$390K	2.8%
Federated Institutional High Yield Bond Fund	Other securities	—	—	$379K	2.7%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$370K	2.7%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$360K	2.6%
American Century One Choice 2030 Fund	Other securities	—	—	$328K	2.4%
Bryan Associated Gr. 401k & PS Fortitude Annuities	Other securities	—	—	$296K	2.1%
Empower T.Rowe Price Mid-Cap Growth Fund	Other securities	—	—	$215K	1.5%
Empower International Value Fund	Other securities	—	—	$193K	1.4%
PIMCO Income Fund	Mutual Funds	—	—	$192K	1.4%
American Century Mid Cap Value Fund	Other securities	—	—	$175K	1.3%
Invesco Oppernheimer International Growth Fund	Mutual Funds	—	—	$169K	1.2%
American Funds New World R6	Mutual Funds	—	—	$146K	1.0%
American Century One Choice 2060 Fund	Other securities	—	—	$126K	0.9%
BlackRock Health Sciences Opportunities Fund	Other securities	—	—	$121K	0.9%
T. Rowe Price Real Estate Fund	Other securities	—	—	$105K	0.8%
Putnam Dynamic Asset Allocation Conservative Fund	Mutual Funds	—	—	$97K	0.7%
American Century One Choice 2040 Fund	Other securities	—	—	$78K	0.6%
Janus Henderson Venture Fund	Mutual Funds	—	—	$72K	0.5%
Putnam Dynmaic Asset Allocation Growth Fund	Mutual Funds	—	—	$43K	0.3%
American Century One Choice 2050 Fund	Other securities	—	—	$33K	0.2%
T. Rowe Price International Value Equity Fund	Other securities	—	—	$13K	<0.1%