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Original filing (PDF)20251003125716NAL0001405665001
BRILJENT, LLC
Form 5500
FILING_RECEIVED
BRILJENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
157
Accounts w/ balance
253
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 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 BRILJENT, LLC.
Plan sponsor
Name
BRILJENT, LLC
EIN
35-2046588
Address
6614 CONSTITUTION DR., STE. 101 · FORT WAYNE, IN · 46804
Phone
(260) 434-0990
Industry
Admin Support & Waste Mgmtsee 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
2025-10-03
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $25K | — |
Investments
28 direct securities · 3 pooled funds· $8.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.9M
27 holdings
Mutual Funds
$1.3M
1 holding
Common Collective Trust
$100K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Freedom 2030 Fund Class K6 N/R | Mutual Funds | — | — | $1.3M | 16.1% | |
| Fidelity Freedom 2035 Fund Class K6 N/R | — | — | — | $1.1M | 13.1% | |
| Fidelity Freedom 2045 Fund Class K6 N/R | — | — | — | $1.1M | 12.8% | |
| Vanguard 500 Index Fund Admiral Shares N/R | — | — | — | $1.1M | 12.6% | |
| Fidelity Freedom 2050 Fund Class K6 N/R | — | — | — | $893K | 10.6% | |
| Fidelity Freedom 2040 Fund Class K6 N/R | — | — | — | $593K | 7.0% | |
| Fidelity Freedom 2025 Fund Class K6 N/R | — | — | — | $563K | 6.7% | |
| Fidelity Freedom 2055 Fund Class K6 N/R | — | — | — | $502K | 6.0% | |
| Vanguard Growth Index Fund Admiral Shares N/R | — | — | — | $390K | 4.6% | |
| Fidelity Freedom 2020 Fund Class K6 N/R | — | — | — | $194K | 2.3% | |
| Fidelity Freedom 2060 Fund Class K6 N/R | — | — | — | $104K | 1.2% | |
| Participant Loans Interest rates: 5.00% - 8.50% $0 | — | — | — | $94K | 1.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $52K | 0.6% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $50K | 0.6% | |
| Vanguard Total International Stock Index Fund N/R | — | — | — | $47K | 0.6% | |
| Great Gray Trust Company Great Gray Large Cap Value Fund Class R1 N/R | — | — | — | $44K | 0.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $44K | 0.5% | |
| Admiral Shares Dimensional Fund Advisors DFA International Value Portfolio III N/R | — | — | — | $39K | 0.5% | |
| Fidelity Freedom 2065 Fund Class K6 N/R | — | — | — | $32K | 0.4% | |
| Loomis Sayles Funds Loomis Sayles Core Plus Bond Fund Class N N/R | — | — | — | $18K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio N/R | — | — | — | $18K | 0.2% | |
| Institutional Class Dimensional Fund Advisors DFA U.S. Small Cap Portfolio Institutional Class N/R | — | — | — | $11K | 0.1% | |
| PIMCO Income Fund Institutional Class N/R | — | — | — | $10K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral N/R | — | — | — | $9K | 0.1% | |
| Shares Vanguard Mid-Cap Growth Index Fund Admiral N/R | — | — | — | $9K | 0.1% | |
| Shares Franklin Templeton Franklin Utilities Fund Class R6 N/R | — | — | — | $7K | <0.1% | |
| Investments Vanguard Small-Cap Growth Index Fund Admiral N/R | — | — | — | $6K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $4K | <0.1% | |
| Shares * Fidelity Freedom 2010 Fund Class K6 N/R | — | — | — | $4K | <0.1% | |
| Fidelity Government Money Market Fund Class N/R | — | — | — | $1K | <0.1% | |
| K6 Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional N/R | — | — | — | $1K | <0.1% |
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