How big is Bryan Research & Engineering, LLC's plan?

Bryan Research & Engineering, LLC's plan reported $25.5M in assets and 79 participants for 2024.

Original filing (PDF)20250808140231NAL0004476145001

Bryan Research & Engineering, LLC

Name: Bryan Research & Engineering, LLC — Bryan Research &, Form 5500 (2024)
Creator: Bryan Research & Engineering, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bryan Research & Engineering, LLC 401 (K) Plan

401(k) retirement plan · Bryan Research & Engineering, LLC's Bryan Research & Engineering, LLC 401 (K) Plan held $25.5M in plan assets for 79 participants in 2024, with T. Rowe Price as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$25.5M

Net assets (EOY)

$25.5M

People on this filing

Kathy Duewall signed Bryan Research & Engineering, LLC's 2024 Form 5500 as plan administrator.

Kathy Duewall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bryan Research & Engineering, LLC's EIN is 36-4875131.

EIN 36-4875131

Plan number 001

Plan year 2024

ACK ID 20250808140231NAL0004476145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bryan Research & Engineering, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bryan Research & Engineering, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRYAN RESEARCH & ENGINEERING, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BRYAN RESEARCH & ENGINEERING, LLC

EIN

all filings

Address

3131 BRIARCREST DR · BRYAN, TX · 77802

Phone

(979) 776-5220

Industry

Engineering Services· Professional & Technical Services

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

2025-08-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC	52-1309931	—	RECORD KEEPER	$58K	—

Investments

32 direct securities· $25.5M(100% of reported assets)

Other securities

$22.8M

27 holdings

Common Collective Trusts

$2.5M

3 holdings

Mutual Funds

$95K

1 holding

Agency / Mortgage-Backed

$49K

1 holding

					% of plan
T. Rowe Price Capital Appreciation Inv Mutual Fund	Other securities	—	—	$3.9M	15.5%
T. Rowe Price Retirement 2035 Inv Mutual Fund	Other securities	—	—	$2.2M	8.8%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.2M	8.6%
T. Rowe Price Equity Income Inv Mutual Fund	Other securities	—	—	$2.1M	8.4%
T. Rowe Price Mid-Cap Value Inv Mutual Fund	Other securities	—	—	$1.9M	7.4%
T. Rowe Price Retirement 2030 Inv Mutual Fund	Other securities	—	—	$1.7M	6.7%
T. Rowe Price Total Eq Market Ind Inv Mutual Fund	Other securities	—	—	$1.7M	6.6%
T. Rowe Price Health Sciences Inv Mutual Fund	Other securities	—	—	$1.4M	5.6%
T. Rowe Price Mid-Cap Growth Inv Mutual Fund	Other securities	—	—	$1.2M	4.9%
T. Rowe Price Growth Stock Inv Mutual Fund	Other securities	—	—	$1.1M	4.3%
T. Rowe Price Small-Cap Value Inv Mutual Fund	Other securities	—	—	$893K	3.5%
T. Rowe Price Financial Services Inv Mutual Fund	Other securities	—	—	$826K	3.2%
T. Rowe Price Retirement 2040 Inv Mutual Fund	Other securities	—	—	$755K	3.0%
T. Rowe Price Retirement 2045 Inv Mutual Fund	Other securities	—	—	$539K	2.1%
T. Rowe Price Government Money Inv Mutual Fund	Other securities	—	—	$528K	2.1%
T. Rowe Price Spectrum Int Equity Mutual Fund	Other securities	—	—	$522K	2.1%
T. Rowe Price Retirement 2060 Inv Mutual Fund	Other securities	—	—	$409K	1.6%
T. Rowe Price Retirement 2055 Inv Mutual Fund	Other securities	—	—	$337K	1.3%
T. Rowe Price Spectrum Income Inv Mutual Fund	Other securities	—	—	$222K	0.9%
Ishares Total US Stock Market Index Mutual Fund	Common Collective Trusts	—	—	$208K	0.8%
T. Rowe Price Retirement 2065 Inv Mutual Fund	Other securities	—	—	$162K	0.6%
T. Rowe Price Retirement 2050 Inv Mutual Fund	Other securities	—	—	$136K	0.5%
Fidelity Interm TRS BD index Mutual Fund	Mutual Funds	—	—	$95K	0.4%
T. Rowe Price Inflation Protected Mutual Fund ** 379 * T. Rowe Price Intl Equity Index Inv Mutual Fund	Common Collective Trusts	—	—	$84K	0.3%
T. Rowe Price Retirement 2025 Inv Mutual Fund	Other securities	—	—	$72K	0.3%
T. Rowe Price Retirement 2015 Inv Mutual Fund	Other securities	—	—	$55K	0.2%
T. Rowe Price Gnma Inv Mutual Fund	Agency / Mortgage-Backed	—	—	$49K	0.2%
T. Rowe Price Retirement 2005 Inv Mutual Fund	Other securities	—	—	$20K	<0.1%
T. Rowe Price Retirement 2010 Inv Mutual Fund	Other securities	—	—	$6K	<0.1%
T. Rowe Price Retirement 2020 Inv Mutual Fund	Other securities	—	—	$4K	<0.1%
T. Rowe Price Ret Balanced Inv Mutual Fund	Other securities	—	—	$4K	<0.1%
T. Rowe Price U.S. Treasury Intm Inv Mutual Fund ** 41 * T.Rowe Price Spectrum Diversified Eq Mutual Fund	Other securities	—	—	$2K	<0.1%