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Original filing (PDF)20250908105138NAL0019247761001
BRAKEBUSH BROTHERS, INC.
Form 5500
FILING_RECEIVED
BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,431
Accounts w/ balance
3,257
Plan assets (EOY)
$134.7M
Net assets (EOY)
$134.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 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 — 131% 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 BRAKEBUSH BROTHERS, INC..
Plan sponsor
Name
BRAKEBUSH BROTHERS, INC.
EIN
39-1018863
Address
N4993 6TH DRIVE · WESTFIELD, WI · 539649511
Phone
(608) 296-2121
Industry
Manufacturingsee 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $237K | — |
| FRANCIS INVESTMENT COUNSEL LLC | — | BROOKFIELD, WI | NONE | $75K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
28 direct securities · 2 pooled funds· $145.4M(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
$134.6M
28 holdings
Common Collective Trust
$10.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund N/R | — | — | — | $15.5M | 11.5% | |
| American Funds 2035 Target Date Fund N/R | — | — | — | $15.4M | 11.5% | |
| American Funds 2025 Target Date Fund N/R | — | — | — | $12.9M | 9.6% | |
| Vanguard Total Stock Market Index Fund N/R | — | — | — | $10.8M | 8.0% | |
| Vanguard Tot Stk Inst Vanguard Tot Stk Inst | — | — | — | $10.8M | 8.0% | |
| American Funds 2040 Target Date Fund N/R | — | — | — | $10.0M | 7.4% | |
| T. Rowe Price Blue Chip Growth Fund N/R | — | — | — | $8.1M | 6.0% | |
| American Funds 2050 Target Date Fund N/R | — | — | — | $7.8M | 5.8% | |
| American Funds 2060 Target Date Fund N/R | — | — | — | $7.3M | 5.4% | |
| American Funds 2045 Target Date Fund N/R | — | — | — | $6.7M | 5.0% | |
| American Funds 2055 Target Date Fund N/R | — | — | — | $6.6M | 4.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.6M | 4.9% | |
| Participant Loans Interest rates: 2.38% - 10.50% $0 | — | — | — | $4.5M | 3.3% | |
| JANUS HENDERSON COLLECTIVE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097313 / PN 461 | Common Collective Trust | — | — | $4.2M | 3.1% | |
| American Funds 2020 Target Date Fund N/R | — | — | — | $3.2M | 2.4% | |
| John Hancock Disciplined Value Mid Cap R6 N/R | — | — | — | $2.9M | 2.2% | |
| Vanguard Explorer Admiral Fund N/R | — | — | — | $2.5M | 1.9% | |
| Dodge & Cox Stock Fund N/R | — | — | — | $2.0M | 1.5% | |
| Dodge & Cox International Stock N/R | — | — | — | $1.2M | 0.9% | |
| American Funds 2015 Target Date Fund N/R | — | — | — | $930K | 0.7% | |
| DFA Inflation Protected Securities N/R | — | — | — | $873K | 0.6% | |
| Baird Aggregate Bond Fund N/R | — | — | — | $829K | 0.6% | |
| American Funds Europacific Fund N/R | — | — | — | $800K | 0.6% | |
| Macquarie Small Cap Value Fund CI R6 N/R | — | — | — | $790K | 0.6% | |
| PIMCO Commodities Strategy Fund N/R | — | — | — | $420K | 0.3% | |
| Pimco Commoditypl Strat‐Ins Pimco Commoditypl Strat‐Ins | — | — | — | $420K | 0.3% | |
| Macquarie Emerging Markets R6 N/R | — | — | — | $414K | 0.3% | |
| DFA International Small Company N/R | — | — | — | $378K | 0.3% | |
| Vanguard Emerg Mkts Bnd‐Adm Vanguard Emerg Mkts Bnd‐Adm | — | — | — | $337K | 0.3% | |
| American Funds 2010 Target Date Fund N/R | — | — | — | $303K | 0.2% |