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Original filing (PDF)20251009050747NAL0006522193001
BRAUN CORPORATION
Form 5500
FILING_RECEIVED
BRAUN CORPORATION PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
1,438
Accounts w/ balance
1,808
Plan assets (EOY)
$122.8M
Net assets (EOY)
$122.8M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAUN CORPORATION.
Plan sponsor
Name
BRAUN CORPORATION
EIN
35-1282638
Address
645 W. CARMEL DR. · CARMEL, IN · 46032
Phone
(574) 946-4139
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMSTRONG & REIST CPA'S LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMSTRONG & REIST CPAS, LLP | 61-1451051 | — | ACCOUNTANT | $9K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $162K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $28K | — |
Investments
23 direct securities· $119.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $19.5M | 15.9% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $13.8M | 11.2% | |
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $11.5M | 9.4% | |
| AMF INCOME FUND OF AMERICA- R4 | Registered Investment Companies | — | — | $8.7M | 7.1% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $8.1M | 6.6% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $7.6M | 6.2% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $6.7M | 5.5% | |
| AMERICAN CAP INC BLDER - R4 | Registered Investment Companies | — | — | $5.8M | 4.7% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $5.7M | 4.7% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $3.9M | 3.2% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $3.7M | 3.0% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $3.6M | 2.9% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $3.5M | 2.8% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $2.8M | 2.3% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $2.6M | 2.1% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $2.3M | 1.9% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $2.1M | 1.7% | |
| PIMCO TOTAL RETURN - ADMIN | Registered Investment Companies | — | — | $2.1M | 1.7% | |
| MAC SMALL CAP CORE INST | Registered Investment Companies | — | — | $2.0M | 1.6% | |
| DWS TREASURY PORT INV | Registered Investment Companies | — | — | $1.9M | 1.6% | |
| MFS RESEARCH INTL R4 | Registered Investment Companies | — | — | $1.1M | 0.9% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $134K | 0.1% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $30K | <0.1% |