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Original filing (PDF)20251014074337NAL0004947890001
BROADSTREET PARTNERS, INC.
Form 5500
FILING_RECEIVED
BROADSTREET 401(K) PLAN
401(k) retirement plan
Active participants
5,101
Accounts w/ balance
5,013
Plan assets (EOY)
$513.6M
Net assets (EOY)
$513.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
34 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 (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROADSTREET PARTNERS, INC..
Plan sponsor
Name
BROADSTREET PARTNERS, INC.
EIN
31-0982037
Address
580 NORTH 4TH STREET · SUITE 560 · COLUMBUS, OH · 43215
Phone
(614) 993-3009
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $77K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CSH GROUP, INC. | 31-0800053 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
21 direct securities · 15 pooled funds· $527.4M(100% 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.
Common Collective Trust
$337.0M
14 holdings
Uncategorized
$182.9M
21 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET BLEND 2035 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $56.4M | 11.0% | |
| TRP RET BLEND 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $55.1M | 10.7% | |
| TRP RET BLEND 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $52.5M | 10.2% | |
| Fidelity 500 Index Mutual funds | — | — | — | $42.0M | 8.2% | |
| TRP RET BLEND 2040 G T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $33.0M | 6.4% | |
| TRP RET BLEND 2045 G T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $31.6M | 6.2% | |
| TRP RET BLEND 2050 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $26.3M | 5.1% | |
| Fidelity Contrafund Mutual funds | — | — | — | $24.9M | 4.9% | |
| TRP RET BLEND 2020 G T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $20.0M | 3.9% | |
| TRP RET BLEND 2055 G T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $19.1M | 3.7% | |
| T. Rowe Price Large-Cap Growth I Mutual funds | — | — | — | $17.9M | 3.5% | |
| PGIM Total Return Bond Z Mutual funds | — | — | — | $12.4M | 2.4% | |
| Fidelity Mid Cap Index Mutual funds | — | — | — | $11.0M | 2.1% | |
| TRP RET BLEND 2010 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $10.2M | 2.0% | |
| TRP RET BLEND 2060 G T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $9.4M | 1.8% | |
| TRP RET BLEND 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.7% | |
| BrokerageLink Self-directed brokerage accounts | — | — | — | $8.4M | 1.6% | |
| Fidelity Puritan Mutual funds | — | — | — | $8.4M | 1.6% | |
| New York Life Anchor Account Guaranteed investment contract | — | — | — | $7.5M | 1.5% | |
| STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $7.5M | 1.5% | |
| Columbia Trust Dividend Income MS Collective trust fund | — | — | — | $7.0M | 1.4% | |
| COL DIV INC INST MS AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $7.0M | 1.4% | |
| Fidelity Small Cap Index Mutual funds | — | — | — | $6.5M | 1.3% | |
| Notes receivable from participants Interest rates of 3.25% - 10.50% $ - | — | — | — | $6.4M | 1.2% | |
| Baron Growth Fund Instl Mutual funds | — | — | — | $5.5M | 1.1% | |
| Fidelity International Index Mutual funds | — | — | — | $4.4M | 0.9% | |
| MFS International Diversification R3 Mutual funds | — | — | — | $4.4M | 0.9% | |
| Fidelity US Bond Index Mutual funds | — | — | — | $4.3M | 0.8% | |
| TRP RET BLEND 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.8% | |
| JPMorgan Mid Cap Value A Mutual funds | — | — | — | $4.3M | 0.8% | |
| American Funds EUPAC Fund R6 Mutual funds | — | — | — | $3.0M | 0.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| American Beacon Small Cap Value Inv Mutual funds | — | — | — | $2.4M | 0.5% | |
| Nationwide Geneva Small Cap R6 Mutual funds | — | — | — | $1.5M | 0.3% | |
| Fidelity Emerging Markets Index Mutual funds | — | — | — | $487K | <0.1% | |
| Fidelity Government Money Market Prem Mutual funds | — | — | — | $113K | <0.1% |
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