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Original filing (PDF)20251015140129NAL0009611650001
BROWN-WILBERT, INC.
Form 5500
FILING_RECEIVED
BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
6 service providers
Active participants
108
Accounts w/ balance
134
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
15 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
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN-WILBERT, INC..
Plan sponsor
Name
BROWN-WILBERT, INC.
EIN
41-1821767
Address
2280 HAMLINE AVENUE NORTH · ROSEVILLE, MN · 55113
Phone
(651) 631-1234
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
LETHERT, SKWIRA, SCHULTZ & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | — | MAPLE GROVE, MN | CONTRACT ADMIN | $1K | — |
| TAX SHELTERED COMPENSATION | — | MAPLE GROVE, MN | THIRD PARTY ADMINISTRATO | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $194 | — |
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | SERVICE PROVIDER | $0 | — |
Investments
15 direct securities· $4.7M(100% of reported assets)
Uncategorized
$4.7M
14 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIM RLPT Bl 2030 Coll Tr P CIT N/A | — | — | — | $1.1M | 23.5% | |
| Voya Fixed Account 4450 N/A | — | — | — | $862K | 18.2% | |
| PIM RLPT Bl 2060 Coll Tr P CIT N/A | — | — | — | $618K | 13.1% | |
| PIM RLPT Bl 2025 Coll Tr P CIT N/A | — | — | — | $391K | 8.3% | |
| PIM RLPT Bl 2040 Coll Tr P CIT N/A | — | — | — | $383K | 8.1% | |
| Common Collective Trusts PIM REALPTH Bl Inc Co Tr P CIT N/A | — | — | — | $373K | 7.9% | |
| PIM RLPT Bl 2045 Coll Tr P CIT N/A | — | — | — | $330K | 7.0% | |
| PIM RLPT Bl 2035 Coll Tr P CIT N/A | — | — | — | $264K | 5.6% | |
| Key Guaranteed Portfolio * Fund N/A | — | — | — | $198K | 4.2% | |
| PIM RLPT Bl 2050 Coll Tr P CIT N/A | — | — | — | $130K | 2.8% | |
| Participant loans (maturing | — | — | — | $30K | 0.6% | |
| PIM RLPT Bl 2055 Coll Tr P CIT N/A | — | — | — | $21K | 0.4% | |
| Fidelity 500 Index Fund N/A | — | — | — | $5K | 0.1% | |
| PGIM US Real Estate Fund R6 N/A 660 Voya Gv Mny Mkt F A (Hld Acct) N/A | — | — | — | $2K | <0.1% | |
| Alger Focus Equity Fund Y N/A | Mutual Funds | — | — | $2K | <0.1% |
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