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Original filing (PDF)20251015080414NAL0004024001001
BRP US INC.
Form 5500
FILING_RECEIVED
BRP US INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,052
Accounts w/ balance
1,870
Plan assets (EOY)
$158.6M
Net assets (EOY)
$158.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 134% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRP US INC..
Plan sponsor
Name
BRP US INC.
EIN
37-1341308
Address
10101 SCIENCE DRIVE · STURTEVANT, WI · 53177
Phone
(262) 884-5000
Industry
Wholesale Tradesee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $206K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $99K | — |
| RSM US LLP | 42-0714325 | — | NONE | $42K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $24K | — |
Investments
20 direct securities · 6 pooled funds· $179.4M(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
$129.1M
20 holdings
Common Collective Trust
$50.3M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Target 2030 | — | — | — | $14.7M | 9.3% | |
| Vanguard Institutional Index Fund Target 2035 | — | — | — | $13.8M | 8.7% | |
| Vanguard Institutional Index Fund Target 2025 | — | — | — | $12.7M | 8.0% | |
| SS S&P 500 IND NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $12.4M | 7.8% | |
| Vanguard Institutional Index Fund Target 2040 | — | — | — | $12.0M | 7.6% | |
| WILMINGTONTRST MFSGRWTHCITCL S Common Collective Trust Fund | — | — | — | $10.7M | 6.7% | |
| WILMINGTON TRUST CIT MFS GROWTH EQU WILMINGTON TRUST, N.A. · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $10.7M | 6.7% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $10.0M | 6.3% | |
| Vanguard Institutional Index Fund Target 2045 | — | — | — | $9.8M | 6.2% | |
| STATE ST RSL S/MIDCAP IDX NL K Common Collective Trust Fund | — | — | — | $8.7M | 5.5% | |
| SS RUSL SML/MID CAP NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $8.7M | 5.5% | |
| Washington Mutual MFS Growth R6 | — | — | — | $8.1M | 5.1% | |
| Vanguard Institutional Index Fund Target 2050 | — | — | — | $6.5M | 4.1% | |
| State Street Global All Cap Equity Ex-US Index Fund | — | — | — | $5.8M | 3.7% | |
| SSG ALL CAP EQ EX-U.C. IND NLSFCL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $5.8M | 3.7% | |
| Vanguard Total Bond Market Index | — | — | — | $5.6M | 3.5% | |
| Vanguard Institutional Index Fund Target 2020 | — | — | — | $4.0M | 2.6% | |
| Vanguard Institutional Index Fund Target 2060 | — | — | — | $3.1M | 1.9% | |
| Europacific Growth R6 | — | — | — | $2.9M | 1.8% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.7% | |
| Vanguard Real Estate Index ADM | — | — | — | $2.7M | 1.7% | |
| maturing through September 2038 | — | — | — | $2.2M | 1.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $2.2M | 1.4% | |
| Vanguard Target Retirement Income | — | — | — | $2.0M | 1.2% | |
| Vanguard Institutional Index Fund Target 2065 | — | — | — | $1.7M | 1.0% | |
| Vanguard Institutional Index Fund Target 2070 | — | — | — | $135K | <0.1% |
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