Original filing (PDF)20230823210051NAL0010414656001

Brotoloc South, Inc.

Name: Brotoloc South, Inc. — Brotoloc South, Inc. 401(k), Form 5500 (2022)
Creator: Brotoloc South, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brotoloc South, Inc. 401(k) Plan

401(k) retirement plan · Brotoloc South, Inc.'s Brotoloc South, Inc. 401(k) Plan filed a Form 5500 for plan year 2022, with ADP as recordkeeper.

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROTOLOC SOUTH, INC.

Plan sponsor

Name

BROTOLOC SOUTH, INC

EIN

27-1170468all filings

Address

209 TAFT ST · WHITEWATER, WI · 53190

Phone

(262) 473-0480

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-31

Filed

2023-08-23

Pension benefit codes

2E · Profit-sharing

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)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$6K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Investments

4 pooled funds· $0

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.

			% of plan
INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$0	—
STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340	Common Collective Trust	$0	—
STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344	Common Collective Trust	$0	—
STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347	Common Collective Trust	$0	—