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Original filing (PDF)20250722091420NAL0002103377001
MILLER-BRADFORD & RISBERG, INC.
Form 5500
FILING_RECEIVED
MILLER-BRADFORD & RISBERG, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
118
Accounts w/ balance
151
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
77
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ASSOCIATED TRUST COMPANY MONEY MARKET COLLECTIVE TRUST FUND (extraction pending)]" is 46% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER-BRADFORD & RISBERG, INC..
Plan sponsor
Name
MILLER-BRADFORD & RISBERG, INC.
EIN
39-1127878
Address
W250 N6851 HWY 164 · SUSSEX, WI · 53089
Phone
(262) 246-5710
Industry
Real Estatesee 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | AUDITOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $41K | — |
Investments
1 direct security · 8 pooled funds· $9.2M(57% 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.
Common Collective Trust
$9.2M
8 holdings
Uncategorized
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $4.3M | 26.3% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $2.5M | 15.3% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $690K | 4.3% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $451K | 2.8% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $216K | 1.3% | |
| [DFE: ASSOCIATED CONSERVATIVE BALANCED LIFESTAGE FUND (extraction pending)] | — | — | — | $54K | 0.3% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $54K | 0.3% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% |