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Original filing (PDF)20250808140231NAL0004476145001
BRYAN RESEARCH & ENGINEERING, LLC
Form 5500
FILING_RECEIVED
BRYAN RESEARCH & ENGINEERING, LLC 401 (K) PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
144
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
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 (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 BRYAN RESEARCH & ENGINEERING, LLC.
Plan sponsor
Name
BRYAN RESEARCH & ENGINEERING, LLC
EIN
36-4875131
Address
3131 BRIARCREST DR · BRYAN, TX · 77802
Phone
(979) 776-5220
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-08-08
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
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Appreciation Inv Mutual Fund | — | — | — | $3.9M | 15.5% | |
| T. Rowe Price Retirement 2035 Inv Mutual Fund | — | — | — | $2.2M | 8.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.2M | 8.6% | |
| T. Rowe Price Equity Income Inv Mutual Fund | — | — | — | $2.1M | 8.4% | |
| T. Rowe Price Mid-Cap Value Inv Mutual Fund | — | — | — | $1.9M | 7.4% | |
| T. Rowe Price Retirement 2030 Inv Mutual Fund | — | — | — | $1.7M | 6.7% | |
| T. Rowe Price Total Eq Market Ind Inv Mutual Fund | — | — | — | $1.7M | 6.6% | |
| T. Rowe Price Health Sciences Inv Mutual Fund | — | — | — | $1.4M | 5.6% | |
| T. Rowe Price Mid-Cap Growth Inv Mutual Fund | — | — | — | $1.2M | 4.9% | |
| T. Rowe Price Growth Stock Inv Mutual Fund | — | — | — | $1.1M | 4.3% | |
| T. Rowe Price Small-Cap Value Inv Mutual Fund | — | — | — | $893K | 3.5% | |
| T. Rowe Price Financial Services Inv Mutual Fund | — | — | — | $826K | 3.2% | |
| T. Rowe Price Retirement 2040 Inv Mutual Fund | — | — | — | $755K | 3.0% | |
| T. Rowe Price Retirement 2045 Inv Mutual Fund | — | — | — | $539K | 2.1% | |
| T. Rowe Price Government Money Inv Mutual Fund | — | — | — | $528K | 2.1% | |
| T. Rowe Price Spectrum Int Equity Mutual Fund | — | — | — | $522K | 2.1% | |
| T. Rowe Price Retirement 2060 Inv Mutual Fund | — | — | — | $409K | 1.6% | |
| T. Rowe Price Retirement 2055 Inv Mutual Fund | — | — | — | $337K | 1.3% | |
| T. Rowe Price Spectrum Income Inv Mutual Fund | — | — | — | $222K | 0.9% | |
| Ishares Total US Stock Market Index Mutual Fund | — | — | — | $208K | 0.8% | |
| T. Rowe Price Retirement 2065 Inv Mutual Fund | — | — | — | $162K | 0.6% | |
| T. Rowe Price Retirement 2050 Inv Mutual Fund | — | — | — | $136K | 0.5% | |
| Fidelity Interm TRS BD index Mutual Fund | — | — | — | $95K | 0.4% | |
| T. Rowe Price Inflation Protected Mutual Fund ** 379 * T. Rowe Price Intl Equity Index Inv Mutual Fund | — | — | — | $84K | 0.3% | |
| T. Rowe Price Retirement 2025 Inv Mutual Fund | — | — | — | $72K | 0.3% | |
| T. Rowe Price Retirement 2015 Inv Mutual Fund | — | — | — | $55K | 0.2% | |
| T. Rowe Price Gnma Inv Mutual Fund | — | — | — | $49K | 0.2% | |
| T. Rowe Price Retirement 2005 Inv Mutual Fund | — | — | — | $20K | <0.1% | |
| T. Rowe Price Retirement 2010 Inv Mutual Fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2020 Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| T. Rowe Price Ret Balanced Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| T. Rowe Price U.S. Treasury Intm Inv Mutual Fund ** 41 * T.Rowe Price Spectrum Diversified Eq Mutual Fund | — | — | — | $2K | <0.1% |
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