Original filing (PDF)20251014153440NAL0001623971001

BROWN & BIGELOW INC.

Name: BROWN & BIGELOW INC. — THE BROWN & BIGELOW, INC. TAX DEFERRAL SAVINGS PLAN, Form 5500 (2024)
Creator: BROWN & BIGELOW INC.

Form 5500

FILING_RECEIVED

THE BROWN & BIGELOW, INC. TAX DEFERRAL SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

153

Accounts w/ balance

121

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (1% of contributions).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN & BIGELOW INC..

Plan sponsor

Name

BROWN & BIGELOW INC.

EIN

41-1339572

Address

1355 MENDOTA HEIGHTS ROAD · SUITE 290 · MENDOTA HEIGHTS, MN · 55120

Phone

(651) 293-7590

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$39K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOYUM BARENSCHEER	—	MINNEAPOLIS, MN	OTHER	$14K	—

Investments

37 direct securities· $11.6M(100% of reported assets)

Other securities

$11.0M

35 holdings

Cash / Money Market

$594K

2 holdings

					% of plan
American Growth Fund R6 Mutual fund	Other securities	—	—	$2.1M	19.6%
Ishares S& P 500 Index FD CL K Mutual fund	Other securities	—	—	$1.2M	11.8%
SELF-DIRECT ACCT OTHER ASSETS	Other securities	—	$979K	$979K	9.3%
Self Directed Account Self-directed brokerage	Other securities	—	—	$979K	9.3%
Party-in- Identity of Issue, Borrower, ** Current interest Lessor or Similar Party Description Cost Value * Retirement Bank Account Certificate of deposit	Other securities	—	—	$607K	5.8%
Loomis Sayles Core Plus N GM Mutual fund	Other securities	—	—	$579K	5.5%
Ishares MSCI EAFE International Index K Mutual fund ** 972 Ishares MSCI EAFE International Index GM Mutual fund	Other securities	—	$539K	$548K	5.2%
BlackRock Liquidity Fund T Instl Money market	Cash / Money Market	—	—	$544K	5.2%
MFS Research International R6 Mutual fund	Other securities	—	—	$511K	4.9%
Loomis Sayles Core Plus CL N Mutual fund	Other securities	—	—	$442K	4.2%
Virtus Zevenbergen TECH INSTL Mutual fund	Other securities	—	—	$324K	3.1%
MFS Core Equity FD Cl R6 Mutual fund	Other securities	—	—	$322K	3.1%
MFS Mid Cap Growth FD R6 Mutual fund	Other securities	—	—	$279K	2.7%
JP Morgan Equity Income Fund R6 GM Mutual fund	Other securities	—	—	$274K	2.6%
BlackRock Lifepath Index 2030 K Mutual fund	Other securities	—	—	$259K	2.5%
JP Morgan Equity Income Fund R6 Mutual fund	Other securities	—	—	$209K	2.0%
American Growth Fund R6 GM Mutual fund	Other securities	—	—	$205K	1.9%
Allspring Special Mid Cap R6 GM Mutual fund	Other securities	—	—	$144K	1.4%
MFS MID Cap Growth FD R6 GM Mutual fund	Other securities	—	—	$104K	1.0%
BlackRock Lifepath Index 2035 K Mutual fund	Other securities	—	—	$104K	1.0%
MFS Utilities FD CL R4 Mutual fund	Other securities	—	—	$99K	0.9%
BlackRock Impact Mortgage INST Mutual fund	Other securities	—	—	$96K	0.9%
Self Directed Account Self-directed brokerage	Other securities	—	—	$89K	0.8%
SELF-DIRECT ACCT OTHER ASSETS	Other securities	—	$89K	$89K	0.8%
Janus Henderson SML Cap Vl N GM Mutual fund	Other securities	—	—	$73K	0.7%
BlackRockHL SC OPP INST Mutual fund	Other securities	—	—	$71K	0.7%
BlackRock Lifepath Index 2050 K Mutual fund ** 729 BlackRock Lifepath Index RET K Mutual fund	Other securities	—	—	$59K	0.6%
Janus Henderson SML Cap Val N Mutual fund	Other securities	—	—	$59K	0.6%
BlackRock Liquidity T Instl GM Money market	Cash / Money Market	—	$50K	$50K	0.5%
Allspring Special Mid Cap R6 Mutual fund	Other securities	—	—	$48K	0.5%
Federated Hermes Kaufmann GM Mutual fund	Other securities	—	—	$42K	0.4%
BlackRock Lifepath Index 2040 K Mutual fund	Other securities	—	—	$41K	0.4%
BlackRock Lifepath Index 2060 K Mutual fund	Other securities	—	—	$32K	0.3%
FullerThaler BHVRL SML CAP R6 Mutual Fund	Other securities	—	—	$19K	0.2%
BLACKROCK LIFEPATH INDX 2050 K MUTUAL FUNDS 729 BLACKROCK LIFEPATH INDX 2055 K MUTUAL FUNDS	Other securities	—	$4K	$5K	<0.1%
Federated Hermes Kaufmann IS Mutual fund	Other securities	—	—	$2K	<0.1%
ACCRUED INCOME ACCRUED INCOME	Other securities	—	$1K	$1K	<0.1%