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Original filing (PDF)20251013130752NAL0001289969001
BRUNK INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
303
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUNK INDUSTRIES, INC..
Plan sponsor
Name
BRUNK INDUSTRIES, INC.
EIN
39-1022662
Address
PO BOX 310 · LAKE GENEVA, WI · 531470310
Phone
(262) 248-8873
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
2025-10-13
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
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $58K | — |
Investments
32 direct securities· $28.4M(100% of reported assets)
Uncategorized
$27.3M
31 holdings
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $5.8M | 20.3% | |
| Vanguard Funds Developed Markets Index Fund | — | — | — | $2.8M | 9.9% | |
| Vanguard Funds Mid-Cap Index Fund | — | — | — | $2.1M | 7.5% | |
| Avantis Investors U.S. Equity Institutional Fund | — | — | — | $1.5M | 5.2% | |
| Vanguard Funds Real Estate Index Fund | — | — | — | $1.3M | 4.7% | |
| Avantis Investors Emerging Markets Equity Fund | — | — | — | $1.3M | 4.5% | |
| Dodge & Cox Income Fund | — | — | — | $1.2M | 4.4% | |
| Vanguard Funds Small-Cap Index Fund | — | — | — | $1.2M | 4.3% | |
| Vanguard Funds Emerging Markets Stock Index Fund | — | — | — | $1.2M | 4.2% | |
| Vanguard Funds Intermediate Term Bond Index Fund | — | — | — | $1.2M | 4.2% | |
| Avantis Investors U.S. Small Cap Value Fund | Mutual Funds | — | — | $1.2M | 4.1% | |
| Dimensional Fund Advisors International Core Equity Portfolio | — | — | — | $1.0M | 3.7% | |
| Avantis Investors International Small Cap Value Fund | — | — | — | $879K | 3.1% | |
| Dimensional Fund Advisors Investment Grade Portfolio | — | — | — | $876K | 3.1% | |
| Interest-bearing cash * American Trust Company Demand Deposit Account | — | — | — | $705K | 2.5% | |
| Vanguard Funds Target Retirement 2035 Fund | — | — | — | $638K | 2.2% | |
| Vanguard Funds Target Retirement 2040 Fund | — | — | — | $503K | 1.8% | |
| Participants Notes receivable from participants - various repayment schedules through May 2031, interest rates from 5.25% to 10.50% - | — | — | — | $460K | 1.6% | |
| Vanguard Funds Target Retirement 2045 Fund | — | — | — | $437K | 1.5% | |
| Vanguard Funds Target Retirement 2055 Fund | — | — | — | $420K | 1.5% | |
| Vanguard Funds Target Retirement 2030 Fund | — | — | — | $390K | 1.4% | |
| Dimensional Fund Advisors Inflation Protected Securities Portfolio | — | — | — | $383K | 1.3% | |
| Vanguard Funds Target Retirement 2065 Fund | — | — | — | $297K | 1.0% | |
| Vanguard Funds Target Retirement 2020 Fund | — | — | — | $178K | 0.6% | |
| Vanguard Funds Target Retirement 2050 Fund | — | — | — | $137K | 0.5% | |
| Vanguard Funds Target Retirement 2060 Fund | — | — | — | $96K | 0.3% | |
| Vanguard Funds Target Retirement Income Fund | — | — | — | $44K | 0.2% | |
| Vanguard Funds Target Retirement 2025 Fund | — | — | — | $33K | 0.1% | |
| Vanguard Funds Target Retirement 2070 Fund | — | — | — | $30K | 0.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $23K | <0.1% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $8K | <0.1% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $4K | <0.1% |