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Original filing (PDF)20250903141847NAL0015460065001
BRADO CUNEO NOLLAU, LLC
Form 5500
FILING_RECEIVED
BRADO 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
122
Accounts w/ balance
139
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Advisors Freedom 2050 Class A" is 25% of plan.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRADO CUNEO NOLLAU, LLC.
Plan sponsor
Name
BRADO CUNEO NOLLAU, LLC
EIN
43-1736767
Address
4565 MCREE AVE SUITE 110 · ST. LOUIS, MO · 63110
Phone
(314) 621-9499
Industry
Professional & Technical Servicessee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $294 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Investments
25 direct securities· $9.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisors Freedom 2050 Class A | — | — | — | $2.4M | 25.3% | |
| Fidelity Advisors Freedom 2045 Class A | — | — | — | $1.7M | 18.6% | |
| Fidelity Advisors Freedom 2055 Class A | — | — | — | $1.5M | 15.7% | |
| Fidelity Advisors Freedom 2040 Class A | — | — | — | $1.0M | 11.3% | |
| Fidelity Advisors Freedom 2060 Class A | — | — | — | $478K | 5.1% | |
| Fidelity Advisors Freedom 2035 Class A | — | — | — | $427K | 4.6% | |
| Fidelity Advisors Growth Opportunities Class A | — | — | — | $426K | 4.6% | |
| iShares S&P 500 Index Class A | — | — | — | $265K | 2.9% | |
| Fidelity Advisors Total Bond Fund Class A | — | — | — | $212K | 2.3% | |
| Fidelity Advisors Government Money Market | — | — | — | $162K | 1.7% | |
| iShares MSCI EAFE Int'l Index Fund Investor A | — | — | — | $145K | 1.6% | |
| iShares Russell Midcap Index Fund Class A | — | — | — | $128K | 1.4% | |
| BlackRock Advantage Small Cap Core Fund Investor A | — | — | — | $77K | 0.8% | |
| Plan Participants | — | — | — | $70K | 0.8% | |
| iShares Russell 2000 Small-Cap Index Fund Class A | — | — | — | $68K | 0.7% | |
| Fidelity Advisors Freedom 2030 Class A | — | — | — | $62K | 0.7% | |
| Fidelity Advisors Freedom 2065 Class A | — | — | — | $54K | 0.6% | |
| BlackRock High Yield Bond Institutional | — | — | — | $44K | 0.5% | |
| Columbia Dividend Income Class A | — | — | — | $28K | 0.3% | |
| Fidelity Advisors Focused Emerging Markets Fund Class A | — | — | — | $24K | 0.3% | |
| Touchstone Mid Cap Fund Class A | — | — | — | $17K | 0.2% | |
| Invesco Core Bond Fund Class A | — | — | — | $14K | 0.2% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $6K | <0.1% | |
| Invesco Real Estate R6 | — | — | — | $2K | <0.1% | |
| Fidelity Advisors Freedom 2025 Class A | — | — | — | $2K | <0.1% |
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