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Original filing (PDF)20251014192707NAL0004860000001
BRAIN CORPORATION
Form 5500
FILING_RECEIVED
BRAIN CORPORATION 401K PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
360
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAIN CORPORATION.
Plan sponsor
Name
BRAIN CORPORATION
EIN
26-4531781
Address
10182 TELESIS COURT · SUITE 100 · SAN DIEGO, CA · 92121
Phone
(858) 689-7600
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES, 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 | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
25 direct securities · 1 pooled fund· $28.8M(99% 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
$21.5M
23 holdings
Mutual Funds
$7.0M
2 holdings
Common Collective Trust
$315K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s (continued) * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $7.0M | 24.0% | |
| American Funds American Funds Target Date 2055 Fund | — | — | — | $5.5M | 18.9% | |
| JPMorgan Large Cap Growth Fund Class | — | — | — | $2.9M | 9.9% | |
| American Funds American Funds Target Date 2045 Fund | — | — | — | $2.9M | 9.8% | |
| American Funds American Funds Target Date 2035 Fund | — | — | — | $2.0M | 6.9% | |
| Fidelity Investments Fidelity International index Fund | — | — | — | $980K | 3.4% | |
| American Funds American Funds Target Date 2060 Fund | — | — | — | $927K | 3.2% | |
| American Funds American Funds Target Date 2050 Fund | — | — | — | $898K | 3.1% | |
| Putnam Large Cap Value Fund | — | — | — | $871K | 3.0% | |
| Fidelity Investments Fidelity MidCap Index Fund | — | — | — | $621K | 2.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $618K | 2.1% | |
| American Funds American Funds Target Date 2025 Fund | — | — | — | $497K | 1.7% | |
| Fidelity Investments Fidelity international Capital Appreciation | — | — | — | $473K | 1.6% | |
| American Funds American Funds Target Date 2040 Fund | — | — | — | $466K | 1.6% | |
| Emerald Growth Fund Institutional Class | — | — | — | $439K | 1.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $339K | 1.2% | |
| John Hancock John Hancock Bond Fund Class | — | — | — | $319K | 1.1% | |
| JPMorgan U.S. Small Company Fund Class | — | — | — | $317K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $315K | 1.1% | |
| American Funds American Funds Target Date 2065 Fund | — | — | — | $270K | 0.9% | |
| American Funds American Funds Target Date 2020 Fund | — | — | — | $127K | 0.4% | |
| American Funds American Funds Target Date 2030 Fund | — | — | — | $89K | 0.3% | |
| American Funds American Funds Target Date 2010 Fund | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Investments Fidelity Government Cash Reserves | — | — | — | $4K | <0.1% | |
| American Funds American Funds U.S. Government Securities Fund Class | — | — | — | $2K | <0.1% | |
| American Funds American Funds Target Date 2015 Fund | — | — | — | $2K | <0.1% |
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