Back to filter
Original filing (PDF)20250929131617NAL0015241075001
BROWN INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
BROWN INDUSTRIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
119
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN INDUSTRIES, LLC.
Plan sponsor
Name
BROWN INDUSTRIES, LLC
EIN
26-1600832
Address
807 EAST 29TH STREET · LAWRENCE, KS · 66046
Phone
(785) 842-6506
Industry
Manufacturingsee 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
2025-09-29
Pension benefit codes
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
ALLEN, GIBBS & HOULIK, L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — | NEWPORT BEACH, CA | NONE | $34K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
25 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.4M | 18.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $989K | 13.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $828K | 11.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $760K | 10.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $735K | 9.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $557K | 7.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $400K | 5.4% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $370K | 5.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $367K | 4.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $288K | 3.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $203K | 2.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $186K | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $137K | 1.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $68K | 0.9% | |
| American Funds AMCAP R6 American Funds 0 | — | — | — | $28K | 0.4% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $24K | 0.3% | |
| TCW MetWest Total Return Bond M TCW 0 244 Vanguard Equity Income Adm Vanguard 0 | — | — | — | $23K | 0.3% | |
| Columbia Mid Cap Index I2 Columbia 0 | — | — | — | $16K | 0.2% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $11K | 0.1% | |
| JPMorgan Small Cap Value R6 JPMorgan 0 | — | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $8K | 0.1% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $4K | <0.1% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | — | — | — | $2K | <0.1% | |
| Schwab International Index Select Schwab 0 | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% |
Related plans
Other plans using SAGEVIEW ADVISORY GROUP
GENERAL ATOMICS
GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN
$2.8B · 12,686 participants
NORTHEASTERN UNIVERSITY
NORTHEASTERN UNIVERSITY RETIREMENT PLAN
$2.6B · 9,197 participants
WESTERN DIGITAL CORPORATION
WESTERN DIGITAL CORPORATION 401(K) PLAN
$2.5B · 6,598 participants
TESLA, INC.
TESLA, INC. 401(K) PLAN
$2.5B · 72,376 participants
STANTEC CONSULTING SERVICES INC.
STANTEC 401(K) PLAN
$2.3B · 12,098 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
Similar-size Manufacturing plans
COACH & EQUIPMENT MANUFACTURING CORPORATION
COACH & EQUIPMENT MANUFACTURING CORP. NEW COMPARABILITY 401(K) PLAN
$7.5M · 75 participants
UNICELL BODY CO., INC.
UNICELL BODY COMPANY, INC. PROFIT SHARING/401(K) SAVINGS AND RETIREMENT
$7.3M · 154 participants
SCELZI ENTERPRISES, INC.
SCELZI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$7.6M · 450 participants
BEHNKE ENTERPRISES, INC.
BEHNKE ENTERPRISES, INC. 401(K) PLAN
$7.1M · 135 participants
MARATHON COACH, INC.
MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN
$7.8M · 214 participants
WICHITA KENWORTH, INC.
WICHITA KENWORTH, INC. 401(K) PLAN
$8.1M · 246 participants
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants