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Original filing (PDF)20251014165621NAL0004596976001
BRADY CORPORATION
Form 5500
FILING_RECEIVED
BRADY FUNDED RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,213
Accounts w/ balance
1,356
Plan assets (EOY)
$85.1M
Net assets (EOY)
$85.1M
How this plan invests
This plan
16 pooled trusts
Schedule D
34 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 (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRADY CORPORATION.
Plan sponsor
Name
BRADY CORPORATION
EIN
39-0178960
Address
P.O. BOX 571 · MILWAUKEE, WI · 532010571
Phone
(414) 358-6600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN 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 | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL | 90-0142664 | — | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSENALLEN LLP | 41-0746749 | — | PLAN SPONSOR | $6K | — |
Investments
33 direct securities · 16 pooled funds· $130.3M(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
$75.6M
33 holdings
Common Collective Trust
$54.7M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Cit 3 Fund Common Collective Trust Fund | — | — | — | $13.7M | 16.1% | |
| HARB CAP APPR CIT 3 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $13.7M | 16.1% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $10.1M | 11.9% | |
| T. Rowe Price Retirement 2040 Trust Common Collective Trust Fund | — | — | — | $8.5M | 10.0% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $8.5M | 10.0% | |
| T. Rowe Price Retirement 2030 Trust Common Collective Trust Fund | — | — | — | $8.3M | 9.7% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.3M | 9.7% | |
| T. Rowe Price Retirement 2050 Trust Common Collective Trust Fund | — | — | — | $6.7M | 7.9% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.7M | 7.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.4M | 6.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $2.6M | 3.0% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $2.5M | 2.9% | |
| FMI Large Cap Fund Mutual Fund | — | — | — | $1.9M | 2.3% | |
| T. Rowe Price Retirement 2020 Trust Common Collective Trust Fund | — | — | — | $1.9M | 2.3% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| EuroPacific Growth Fund Mutual Fund | — | — | — | $1.9M | 2.2% | |
| T. Rowe Price Retirement 2035 Trust Common Collective Trust Fund | — | — | — | $1.7M | 2.0% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| American Century Small Cap Value Common Collective Trust Fund | — | — | — | $1.7M | 2.0% | |
| AM CENT SM CAP VAL SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| Loomis Small Cap Growth Fund Mutual Fund | — | — | — | $1.6M | 1.9% | |
| T. Rowe Price Retirement 2025 Trust Common Collective Trust Fund | — | — | — | $1.6M | 1.8% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.8% | |
| T. Rowe Price Retirement 2060 Trust Common Collective Trust Fund | — | — | — | $1.5M | 1.8% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| T. Rowe Price Retirement 2045 Trust Common Collective Trust Fund | — | — | — | $1.5M | 1.7% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| Delaware Emerging Markets Fund Mutual Fund | — | — | — | $1.1M | 1.3% | |
| T. Rowe Price Retirement 2055 Trust Common Collective Trust Fund | — | — | — | $1.1M | 1.3% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $843K | 1.0% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $739K | 0.9% | |
| PIMCO CommoditiesPLUS Strategy Fund Mutual Fund | — | — | — | $681K | 0.8% | |
| T. Rowe Price Retirement 2010 Trust Common Collective Trust Fund | — | — | — | $612K | 0.7% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $612K | 0.7% | |
| Vanguard Total International Stock Index Fund IS Mutual Fund | — | — | — | $538K | 0.6% | |
| MFS Emerging Markets Debt Fund Mutual Fund | — | — | — | $385K | 0.5% | |
| T. Rowe Price Retirement 2065 Trust Common Collective Trust Fund | — | — | — | $343K | 0.4% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $343K | 0.4% | |
| DFA Inflation-Protected Securities Portfolio Fund Mutual Fund | — | — | — | $308K | 0.4% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $305K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $288K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $285K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $232K | 0.3% | |
| T. Rowe Price Retirement Balanced Fund Trust Common Collective Trust Fund | — | — | — | $141K | 0.2% | |
| TRP RETIRE BAL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $141K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $116K | 0.1% | |
| T. Rowe Price Retirement 2015 Trust Common Collective Trust Fund | — | — | — | $16K | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% |
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