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Original filing (PDF)20251007085527NAL0004345937001
BRILEX INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
THE BRILEX GROUP 401(K)PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
282
Plan assets (EOY)
$27.8M
Net assets (EOY)
$27.8M
How this plan invests
This plan
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRILEX INDUSTRIES, INC..
Plan sponsor
Name
BRILEX INDUSTRIES, INC.
EIN
34-1832263
Address
1201 CRESCENT STREET · YOUNGSTOWN, OH · 44502
Phone
(330) 744-1114
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEARD INVESTMENT SERVICES, INC. | 34-1660652 | CANFIELD, OH | INVESTMENT ADVISOR | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEARD PENSION SERVICES, INC. | 34-1760227 | CANFIELD, OH | CONTRACT ADMIN | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
25 direct securities· $27.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | — | — | — | $3.2M | 11.4% | |
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $2.7M | 9.6% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | — | — | — | $2.7M | 9.6% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | — | — | — | $2.2M | 7.8% | |
| T. ROWE PRICE GROWTH STOCK Mutual Fund | — | — | — | $2.1M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | — | — | — | $1.6M | 5.9% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | — | — | — | $1.4M | 5.2% | |
| EMPOWER INSURANCE GUARANTEED INTEREST FUND Guaranteed Investment Contract | — | — | — | $1.3M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $1.3M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $1.2M | 4.3% | |
| AMERICAN BEACON SMALL CP VAL R5 Mutual Fund | — | — | — | $1.1M | 4.1% | |
| PGIM JENNISON MID CAP GROWTH Z Mutual Fund | — | — | — | $1.1M | 4.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund | — | — | — | $1.0M | 3.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | — | — | — | $863K | 3.1% | |
| HARBOR CORE PLUS INSTITUTIONAL Mutual Fund | — | — | — | $775K | 2.8% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | — | — | — | $735K | 2.6% | |
| CLEARBRIDGE LARGE CAP VALUE I Mutual Fund | — | — | — | $727K | 2.6% | |
| PARTICIPANT LOANS Maturing through March 2041 | — | — | — | $673K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | — | — | — | $387K | 1.4% | |
| VANGUARD LIFESTRATEGY GROWTH INV Mutual Fund | — | — | — | $286K | 1.0% | |
| VANGUARD GNMA INV Mutual Fund | — | — | — | $143K | 0.5% | |
| VANGUARD LIFESTRATEGY INCOME INV Mutual Fund | — | — | — | $87K | 0.3% | |
| VANGUARD LIFESTRATEGY CNSRV GR INV Mutual Fund | — | — | — | $68K | 0.2% | |
| VANGUARD LIFESTRATEGY MODERATE GROWTH Mutual Fund | — | — | — | $58K | 0.2% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund | — | — | — | $16K | <0.1% |
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