Original filing (PDF)20250918132110NAL0001468545001

BRELIE GEAR CO., INC.

Name: BRELIE GEAR CO., INC. — BRELIE GEAR CO., INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: BRELIE GEAR CO., INC.

Form 5500-SF

FILING_RECEIVED

BRELIE GEAR CO., INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

100

/ 100

Grade A

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRELIE GEAR CO., INC..

Plan sponsor

Name

BRELIE GEAR CO., INC.

EIN

34-2030835

Address

2350 CORPORATE DRIVE · WAUKESHA, WI · 53189

Phone

(414) 481-5488

Industry

Manufacturingsee 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

2025-09-18

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

OKUNO INTERNATIONAL, INC.

OKUNO INTERNATIONAL, INC. 401(K) PSP

$1.1M · 39 participants

U.S. INDUSTRIAL PIPING, INC.

USIP 401(K) PLAN

$1.1M · 40 participants

CEM MACHINE, INC.

CEM MACHINE, INC. 401(K) PLAN

$1.1M · 48 participants

RIG WORKS INC.

RIG WORKS INC. 401(K) RETIREMENT PLAN

$1.1M · 19 participants

NEBRASKA WELDING, LTD

NEBRASKA WELDING, LTD SAFE HARBOR 401K PROFIT SHARING PLAN

$1.1M · 20 participants