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Original filing (PDF)20251015092526NAL0005796672001
BRAMBLES USA, INC.
Form 5500
FILING_RECEIVED
BRAMBLES USA 401(K) PLAN
401(k) retirement plan
Active participants
2,839
Accounts w/ balance
3,045
Plan assets (EOY)
$304.5M
Net assets (EOY)
$304.5M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAMBLES USA, INC..
Plan sponsor
Name
BRAMBLES USA, INC.
EIN
36-3630892
Address
7501 GREENBRIAR PARKWAY · ORLANDO, FL · 32819
Phone
(407) 370-2437
Industry
Management of Companies / Holdingssee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $73K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $28K | — |
Investments
38 direct securities · 1 pooled fund· $304.5M(100% 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
$252.6M
37 holdings
Mutual Funds
$43.0M
1 holding
Common Collective Trust
$8.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity FID 500 INDEX | Mutual Funds | — | — | $43.0M | 14.1% | |
| T. Rowe Price TRP RETIREMENT 2035 | — | — | — | $25.4M | 8.3% | |
| Fidelity FID CONTRAFUND K6 | — | — | — | $22.6M | 7.4% | |
| T. Rowe Price TRP RETIREMENT 2030 | — | — | — | $20.2M | 6.6% | |
| T. Rowe Price TRP RETIREMENT 2040 | — | — | — | $19.8M | 6.5% | |
| JP Morgan JPM US EQUITY L | — | — | — | $18.8M | 6.2% | |
| T. Rowe Price TRP RETIREMENT 2045 | — | — | — | $17.5M | 5.7% | |
| Dodge & Cox DODGE & COX STOCK I | — | — | — | $14.6M | 4.8% | |
| T. Rowe Price TRP RETIREMENT 2050 | — | — | — | $13.4M | 4.4% | |
| T. Rowe Price TRP RETIREMENT 2055 | — | — | — | $12.0M | 3.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.9M | 2.9% | |
| T. Rowe Price TRP RETIREMENT 2025 | — | — | — | $8.1M | 2.6% | |
| John Hancock J H VENTURE I | — | — | — | $7.6M | 2.5% | |
| Allspring CORE PLUS BOND FUND R6 | — | — | — | $7.6M | 2.5% | |
| Fidelity FID LOW PRICED ST K6 | — | — | — | $6.8M | 2.2% | |
| T. Rowe Price TRP RETIREMENT 2020 | — | — | — | $6.5M | 2.2% | |
| 9.00% maturing through 2035 | — | — | — | $6.0M | 2.0% | |
| Vanguard VANG TOT INTL STK AD | — | — | — | $5.0M | 1.7% | |
| Harding Loevner HL INTL EQ INST Z | — | — | — | $4.4M | 1.5% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $4.2M | 1.4% | |
| Prudential PGIM HIGH YIELD R6 | — | — | — | $3.8M | 1.3% | |
| JP Morgan UM BEHAVIORAL VAL R6 | — | — | — | $3.7M | 1.2% | |
| GQG Partners PTN EM MKT EQ I | — | — | — | $3.6M | 1.2% | |
| John Hancock JH DSCPL VAL MDCP I | — | — | — | $2.8M | 0.9% | |
| T. Rowe Price TRP RETIREMENT 2060 | — | — | — | $2.5M | 0.8% | |
| Fidelity FID US SUSTN IDX | — | — | — | $2.4M | 0.8% | |
| T. Rowe Price TRP MID CAP GROWTH I | — | — | — | $2.3M | 0.8% | |
| Pimco PIM REAL RETURN INST | — | — | — | $1.7M | 0.6% | |
| Nuveen REAL ESTATE I | — | — | — | $1.7M | 0.6% | |
| T. Rowe Price TRP RETIRE BAL | — | — | — | $1.6M | 0.5% | |
| Northern Funds NTN WORLD SEL IDX I | — | — | — | $1.4M | 0.5% | |
| T. Rowe Price TRP RETIREMENT 2065 | — | — | — | $1.3M | 0.4% | |
| T. Rowe Price TRP RETIREMENT 2010 | — | — | — | $1.2M | 0.4% | |
| Oakmark INTL ADV | — | — | — | $1.1M | 0.4% | |
| VRTS Funds VRTS K INTL SMMDCP R6 | — | — | — | $318K | 0.1% | |
| T. Rowe Price TRP RETIREMENT 2015 | — | — | — | $271K | <0.1% | |
| Principal Global PIF GLB RL EST IS | — | — | — | $180K | <0.1% | |
| Money Market Fund * Fidelity FID GOVT MMKT K6 | — | — | — | $83K | <0.1% | |
| T. Rowe Price TRP RETIREMENT 2005 | — | — | — | $13K | <0.1% |