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Original filing (PDF)20250919125230NAL0002308705001
BRICKER GRAYDON, LLP
Form 5500
FILING_RECEIVED
BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
341
Accounts w/ balance
490
Plan assets (EOY)
$198.8M
Net assets (EOY)
$198.8M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Participant loans" is 27% of plan.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRICKER GRAYDON, LLP.
Plan sponsor
Name
BRICKER GRAYDON, LLP
EIN
31-4359739
Address
100 S 3RD ST. · COLUMBUS, OH · 43215
Phone
(513) 621-6464
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MELLOTT & MELLOTT PLL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $39K | — |
| FIFTH THIRD BANK RETIREMENT SERVICE | — | CINCINNATI, OH | ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS | — | COLUMBUS, OH | ACCOUNTING | $10K | — |
Investments
21 direct securities· $198.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant loans | — | — | — | $52.9M | 26.6% | |
| Self Directed Brokerage Accounts | — | — | — | $38.7M | 19.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $17.2M | 8.6% | |
| Victory Sycamore Established Value Fund | — | — | — | $15.5M | 7.8% | |
| Dodge & Cox Stock X Fund | — | — | — | $9.4M | 4.7% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $9.0M | 4.5% | |
| PGIM Jennison Mid Cap Growth Fund | — | — | — | $8.5M | 4.3% | |
| Conestoga Small Cap Institutional | — | — | — | $6.7M | 3.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $6.1M | 3.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $5.2M | 2.6% | |
| Principal Short Term Income Fund | — | — | — | $4.5M | 2.3% | |
| Dodge & Cox Income X Fund | — | — | — | $4.1M | 2.1% | |
| American Funds Euro Pacific Growth Fund | — | — | — | $3.7M | 1.9% | |
| Fidelity International Index Fund | — | — | — | $3.6M | 1.8% | |
| Vanguard Federal Money Market Inv | — | — | — | $2.8M | 1.4% | |
| DFA USA Targeted Value I | — | — | — | $2.8M | 1.4% | |
| Vanguard Institutional Index Fund | — | — | — | $2.5M | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $1.7M | 0.9% | |
| T Rowe Price Large Cap Growth Fund | — | — | — | $1.6M | 0.8% | |
| T Rowe Price New Horizons Fund | — | — | — | $1.5M | 0.7% | |
| American Funds American Balanced Fund | — | — | — | $540K | 0.3% |
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