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Original filing (PDF)20251015094643NAL0005853024001
BRIXEY & MEYER, INC.
Form 5500
FILING_RECEIVED
BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
149
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
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 (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 BRIXEY & MEYER, INC..
Plan sponsor
Name
BRIXEY & MEYER, INC.
EIN
30-0132514
Address
2991 NEWMARK DRIVE · MIAMISBURG, OH · 45342
Phone
(937) 291-4110
Industry
CPA Offices· 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
2025-10-15
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
ECHELBARGER HIMEBAUGH TAMM & CO, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RW BAIRD | — | MIAMISBURG, OH | INVESTMENT ADVISOR | $30K | — |
Other
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2050 R5 Mutual Fund | — | — | — | $2.0M | 11.7% | |
| party value Cost Value American Funds Trgt Date Ret 2040 R5 Mutual Fund | — | — | — | $1.4M | 8.4% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $1.3M | 7.4% | |
| MFS Growth Fund Class R6 Mutual Fund | — | — | — | $1.1M | 6.5% | |
| American Funds Trgt Date Ret 2055 R5 Mutual Fund | — | — | — | $998K | 5.9% | |
| American Funds Trgt Date Ret 2030 R5 Mutual Fund | — | — | — | $991K | 5.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $980K | 5.8% | |
| American Funds Trgt Date Ret 2035 R5 Mutual Fund | — | — | — | $910K | 5.4% | |
| American Funds Trgt Date Ret 2045 R5 Mutual Fund | — | — | — | $858K | 5.1% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $757K | 4.5% | |
| AMG Yacktman I Mutual Fund | — | — | — | $687K | 4.1% | |
| American Funds 2060 Trgt Date Retire R5 Mutual Fund | — | — | — | $609K | 3.6% | |
| Fidelity Low-Priced Stock K Mutual Fund | — | — | — | $448K | 2.7% | |
| BlackRock Mid-Cap Growth Equity Instl Mutual Fund | — | — | — | $438K | 2.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $393K | 2.3% | |
| Virtus KAR Small-Cap Growth R6 Mutual Fund | — | — | — | $313K | 1.9% | |
| BMC Growth Fund II Other | — | — | — | $311K | 1.8% | |
| Vanguard Balanced Index Adm Mutual Fund | — | — | — | $276K | 1.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $224K | 1.3% | |
| American Funds Trgt Date Ret 2025 R5 Mutual Fund | — | — | — | $217K | 1.3% | |
| American Funds Growth Fund R5 Mutual Fund | — | — | — | $175K | 1.0% | |
| American Funds New World R5 Mutual Fund | — | — | — | $170K | 1.0% | |
| American Funds Am Balanced R5 Mutual Fund | — | — | — | $139K | 0.8% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $138K | 0.8% | |
| Interest rates range from ** Participant loans 4.25% – 9.50% $0 | — | — | — | $107K | 0.6% | |
| American Funds Capwld G and I R5 Mutual Fund | — | — | — | $91K | 0.5% | |
| Fidelity Total Bond Mutual Fund | — | — | — | $71K | 0.4% | |
| Dodge and Cox Income Mutual Fund | — | — | — | $65K | 0.4% | |
| BMCG Fund XII Other | — | — | — | $63K | 0.4% | |
| American Funds 2065 Trgt Date Retire R5 Mutual Fund | — | — | — | $57K | 0.3% | |
| BMCG VIII Other | — | — | — | $43K | 0.3% | |
| Royce Special Equity Invt Mutual Fund | — | — | — | $37K | 0.2% | |
| Dodge and Cox International Stock Mutual Fund | — | — | — | $32K | 0.2% | |
| BlackRock Strategic Income Opps Instl Mutual Fund | — | — | — | $31K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $27K | 0.2% | |
| First Eagle Global R6 Mutual Fund | — | — | — | $25K | 0.1% | |
| Janus Henderson Small Cap Value I Mutual Fund | — | — | — | $24K | 0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $20K | 0.1% | |
| BMCG Fund X, LLC Other | — | — | — | $19K | 0.1% | |
| Vanguard Short-Term Investment-Grad Adm Mutual Fund | — | — | — | $9K | <0.1% | |
| BMC Growth Fund I Other | — | — | — | $3K | <0.1% |
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