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Original filing (PDF)20250915084120NAL0000929681001
BRAUN INTERTEC CORPORATION
Form 5500
FILING_RECEIVED
BRAUN INTERTEC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,012
Accounts w/ balance
1,364
Plan assets (EOY)
$139.8M
Net assets (EOY)
$139.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAUN INTERTEC CORPORATION.
Plan sponsor
Name
BRAUN INTERTEC CORPORATION
EIN
41-1684205
Address
11001 HAMPSHIRE AVENUE SOUTH · MINNEAPOLIS, MN · 554382424
Phone
(952) 995-2000
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-15
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
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS | 31-1509466 | — | INVESTMENT ADVISORY | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $122K | — |
Investments
30 direct securities · 1 pooled fund· $139.8M(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
$132.0M
30 holdings
Common Collective Trust
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Instl Fd Mutual Fund | — | — | — | $23.3M | 16.6% | |
| Schwab Fundamental US Large Company Index Fund Mutual Fund | — | — | — | $15.8M | 11.3% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $15.1M | 10.8% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $10.8M | 7.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $7.8M | 5.6% | |
| Vanguard Interm-term Bond Index Mutual Fund | — | — | — | $7.7M | 5.5% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual Fund | — | — | — | $6.4M | 4.6% | |
| Vanguard Small Cap Value Index Adm Fd Mutual Fund | — | — | — | $6.0M | 4.3% | |
| Vanguard Target retirement 2030 Mutual Fund | — | — | — | $5.6M | 4.0% | |
| Vanguard Target retirement 2035 Mutual Fund | — | — | — | $5.4M | 3.9% | |
| American Balanced R6 Mutual Fund | — | — | — | $5.0M | 3.5% | |
| Vanguard Target retirement 2055 Mutual Fund | — | — | — | $3.5M | 2.5% | |
| Vanguard Target retirement 2040 Mutual Fund | — | — | — | $3.3M | 2.4% | |
| Vanguard Target retirement 2050 Mutual Fund | — | — | — | $3.3M | 2.4% | |
| Vanguard Target retirement 2045 Mutual Fund | — | — | — | $3.0M | 2.2% | |
| Neuberger Berman Mgmt. Inc. Mutual Fund | — | — | — | $2.5M | 1.8% | |
| Vanguard Target retirement 2060 Mutual Fund | — | — | — | $2.5M | 1.8% | |
| Putnam Small Cap Growth R6 Fund Mutual Fund | — | — | — | $2.1M | 1.5% | |
| JP Morgan Mid Cap Value Institutional Mutual Fund | — | — | — | $1.6M | 1.1% | |
| Vanguard Mid cap Index Adm Fd Mutual Fund | — | — | — | $1.3M | 0.9% | |
| Vanguard Target retirement 2020 Mutual Fund | — | — | — | $1.3M | 0.9% | |
| Vanguard Target retirement 2065 Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Participant loans Interest rate at 4.25-9.50% | — | — | — | $1.2M | 0.8% | |
| Vanguard Target retirement 2025 Mutual Fund | — | — | — | $1.0M | 0.7% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $929K | 0.7% | |
| BlackRock Emerging Markets Fund Mutual Fund | — | — | — | $865K | 0.6% | |
| Vanguard Real Estate Index Admr Index Fund Admiral Shs Mutual Fund | — | — | — | $782K | 0.6% | |
| Vanguard Target retirement Income Mutual Fund | — | — | — | $502K | 0.4% | |
| BlackRock Sustainable Advantage Large Cap Core Fund Mutual Fund | — | — | — | $109K | <0.1% | |
| (E) | — | — | — | $20K | <0.1% | |
| Vanguard Target retirement 2070 Mutual Fund | — | — | — | $20K | <0.1% |
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