How big is Brixey & Meyer, Inc.'s plan?

Brixey & Meyer, Inc.'s plan reported $16.9M in assets and 117 participants for 2024.

Original filing (PDF)20251015094643NAL0005853024001

Brixey & Meyer, Inc.

Name: Brixey & Meyer, Inc. — Brixey & Meyer, Inc. 401(k), Form 5500 (2024)
Creator: Brixey & Meyer, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brixey & Meyer, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Brixey & Meyer, Inc.'s Brixey & Meyer, Inc. 401(k) Profit Sharing Plan held $16.9M in plan assets for 117 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

117

Accounts w/ balance

149

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

People on this filing

Andrea M. Gilsenan signed Brixey & Meyer, Inc.'s 2024 Form 5500 as plan administrator.

Andrea M. Gilsenan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brixey & Meyer, Inc.'s EIN is 30-0132514.

EIN 30-0132514

Plan number 001

Plan year 2024

ACK ID 20251015094643NAL0005853024001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brixey & Meyer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BRIXEY & MEYER, INC.

EIN

all filings

Address

2991 NEWMARK DRIVE · MIAMISBURG, OH · 45342

Phone

(937) 291-4110

Industry

CPA Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RW BAIRD	—	MIAMISBURG, OH	INVESTMENT ADVISOR	$30K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE RETIREMENT PLAN COMPANY, LLC	38-3712991	—	NONE	$413	—

Investments

41 direct securities· $16.5M(98% of reported assets)

Mutual Funds

$12.2M

27 holdings

Common Collective Trusts

$2.2M

2 holdings

Other securities

$2.0M

11 holdings

Bonds / Notes

$107K

1 holding

					% of plan
American Funds Trgt Date Ret 2050 R5 Mutual Fund	Mutual Funds	—	—	$2.0M	11.7%
party value Cost Value American Funds Trgt Date Ret 2040 R5 Mutual Fund	Mutual Funds	—	—	$1.4M	8.4%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$1.3M	7.4%
MFS Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.1M	6.5%
American Funds Trgt Date Ret 2055 R5 Mutual Fund	Mutual Funds	—	—	$998K	5.9%
American Funds Trgt Date Ret 2030 R5 Mutual Fund	Mutual Funds	—	—	$991K	5.9%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$980K	5.8%
American Funds Trgt Date Ret 2035 R5 Mutual Fund	Mutual Funds	—	—	$910K	5.4%
American Funds Trgt Date Ret 2045 R5 Mutual Fund	Mutual Funds	—	—	$858K	5.1%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$757K	4.5%
AMG Yacktman I Mutual Fund	Other securities	—	—	$687K	4.1%
American Funds 2060 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$609K	3.6%
Fidelity Low-Priced Stock K Mutual Fund	Mutual Funds	—	—	$448K	2.7%
BlackRock Mid-Cap Growth Equity Instl Mutual Fund	Other securities	—	—	$438K	2.6%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$393K	2.3%
Virtus KAR Small-Cap Growth R6 Mutual Fund	Other securities	—	—	$313K	1.9%
BMC Growth Fund II Other	Other securities	—	—	$311K	1.8%
Vanguard Balanced Index Adm Mutual Fund	Mutual Funds	—	—	$276K	1.6%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$224K	1.3%
American Funds Trgt Date Ret 2025 R5 Mutual Fund	Mutual Funds	—	—	$217K	1.3%
American Funds Growth Fund R5 Mutual Fund	Mutual Funds	—	—	$175K	1.0%
American Funds New World R5 Mutual Fund	Mutual Funds	—	—	$170K	1.0%
American Funds Am Balanced R5 Mutual Fund	Mutual Funds	—	—	$139K	0.8%
Fidelity Total International Index Mutual Fund	Mutual Funds	—	—	$138K	0.8%
Interest rates range from ** Participant loans 4.25% – 9.50% $0	Bonds / Notes	—	—	$107K	0.6%
American Funds Capwld G and I R5 Mutual Fund	Mutual Funds	—	—	$91K	0.5%
Fidelity Total Bond Mutual Fund	Mutual Funds	—	—	$71K	0.4%
Dodge and Cox Income Mutual Fund	Mutual Funds	—	—	$65K	0.4%
BMCG Fund XII Other	Other securities	—	—	$63K	0.4%
American Funds 2065 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$57K	0.3%
BMCG VIII Other	Other securities	—	—	$43K	0.3%
Royce Special Equity Invt Mutual Fund	Other securities	—	—	$37K	0.2%
Dodge and Cox International Stock Mutual Fund	Mutual Funds	—	—	$32K	0.2%
BlackRock Strategic Income Opps Instl Mutual Fund	Other securities	—	—	$31K	0.2%
Vanguard Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$27K	0.2%
First Eagle Global R6 Mutual Fund	Other securities	—	—	$25K	0.1%
Janus Henderson Small Cap Value I Mutual Fund	Mutual Funds	—	—	$24K	0.1%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$20K	0.1%
BMCG Fund X, LLC Other	Other securities	—	—	$19K	0.1%
Vanguard Short-Term Investment-Grad Adm Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
BMC Growth Fund I Other	Other securities	—	—	$3K	<0.1%