How big is BREX Inc.'s plan?

BREX Inc.'s plan reported $66.7M in assets and 650 participants for 2024.

Original filing (PDF)20251002113201NAL0000310147001

BREX Inc.

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

Form 5500

FILING_RECEIVED

BREX 401(k) Plan

401(k) retirement plan · BREX Inc.'s BREX 401(k) Plan held $66.7M in plan assets for 650 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions25% in single holdingCorrective distributions issued

Active participants

650

Accounts w/ balance

1,115

Plan assets (EOY)

$66.7M

Net assets (EOY)

$66.7M

People on this filing

Karen Hoang signed BREX Inc.'s 2024 Form 5500 as plan administrator.

Karen Hoang — 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

BREX Inc.'s EIN is 32-0517957.

EIN 32-0517957

Plan number 001

Plan year 2024

ACK ID 20251002113201NAL0000310147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (2nd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

BREX INC.

EIN

all filings

Address

548 MARKET STREET · SAN FRANCISCO, CA · 94104

Phone

(209) 697-2909

Industry

Finance & Insurance

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

2025-10-02

Pension benefit codes

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)

2E · Profit-sharing

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Accountant / Auditor

Investments

32 direct securities· $66.5M(100% of reported assets)

Mutual Funds

$44.5M

18 holdings

Common Collective Trusts

$20.7M

8 holdings

Other securities

$1.2M

6 holdings

					% of plan
Fidelity Freedom Index 2055 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$16.8M	25.3%
Fidelity Freedom Index 2060 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$9.6M	14.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$9.6M	14.3%
Fidelity Freedom Index 2050 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$8.6M	12.8%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.0M	7.5%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.5M	5.2%
Fidelity Freedom Index 2045 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$3.2M	4.8%
Fidelity Freedom Index 2040 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$2.7M	4.1%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.1%
Fidelity Freedom Index 2065 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
Fidelity Freedom Index 2035 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$508K	0.8%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$497K	0.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$447K	0.7%
Columbia Dividend Income Fund Mutual Fund	Other securities	—	—	$390K	0.6%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$386K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$375K	0.6%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$354K	0.5%
Fidelity Governement Money Market Fund Mutual Fund	Mutual Funds	—	—	$330K	0.5%
BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund	Other securities	—	—	$325K	0.5%
Fidelity Freedom Index 2030 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$314K	0.5%
DFA Investment Grade Portfolio Mutual Fund	Mutual Funds	—	—	$202K	0.3%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$202K	0.3%
Cohen & Steers Institutional Realty Shares Fund Mutual Fund	Other securities	—	—	$114K	0.2%
JPMorgan International Equity Fund Mutual Fund	Other securities	—	—	$106K	0.2%
Calvert US Large Cap Core Responsible Index Fund Mutual Fund	Common Collective Trusts	—	—	$102K	0.2%
Fidelity Freedom Index 2020 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$90K	0.1%
Investments American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$66K	<0.1%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$45K	<0.1%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$35K	<0.1%
DFA Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$30K	<0.1%
Fidelity Freedom Index 2025 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$23K	<0.1%
Fidelity Freedom Index 2070 Fund Asset Allocation Mutual Fund 336 * Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%