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Original filing (PDF)20251006101149NAL0001979939001
BRENNAN EQUIPMENT & MFG., INC.
Form 5500
FILING_RECEIVED
BRENNAN EQUIPMENT & MFG., INC. 401(K) CROSS-TESTED PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
69
Accounts w/ balance
112
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds 2030 Target Date Retirement Fund" is 35% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRENNAN EQUIPMENT & MFG., INC..
Plan sponsor
Name
BRENNAN EQUIPMENT & MFG., INC.
EIN
36-2344108
Address
730 CENTRAL AVENUE · UNIVERSITY PARK, IL · 604843138
Phone
(708) 534-5500
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH+HOWARD ADVISORY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH & MGMT CO INC | — | LOS ANGELES, CA | RECORDKEEPER | $4K | — |
Investments
28 direct securities· $6.0M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | — | — | — | $2.1M | 33.6% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $701K | 11.2% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $594K | 9.5% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $569K | 9.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $300K | 4.8% | |
| American Funds The Growth Fund of America | — | — | — | $276K | 4.4% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $232K | 3.7% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $202K | 3.2% | |
| American Funds The Investment Company of America | — | — | — | $179K | 2.8% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $156K | 2.5% | |
| Participant loans Interest rates range from (4.25% to 9.50%) - | — | — | — | $98K | 1.6% | |
| American Funds U.S. Government Money Market Fund | — | — | — | $83K | 1.3% | |
| American Funds The Bond Fund of America | — | — | — | $75K | 1.2% | |
| American Funds The New Economy Fund | — | — | — | $69K | 1.1% | |
| American Funds Small Cap World Fund | — | — | — | $58K | 0.9% | |
| American Funds Immediate Bond Fund of America | — | — | — | $43K | 0.7% | |
| American Funds Capital Income Builder | — | — | — | $41K | 0.7% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $38K | 0.6% | |
| American Funds Fundamental Investors | — | — | — | $34K | 0.5% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $33K | 0.5% | |
| American Funds American High Income Trust | — | — | — | $32K | 0.5% | |
| American Funds New Perspective Fund | — | — | — | $21K | 0.3% | |
| American Funds AMCAP Fund | — | — | — | $14K | 0.2% | |
| American Funds Income Fund of America | — | — | — | $10K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $10K | 0.2% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $4K | <0.1% | |
| American Funds Capital World Bond Fund | — | — | — | $4K | <0.1% | |
| American Funds Developing World Growth & Income Fund | — | — | — | $2K | <0.1% |