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Original filing (PDF)20251013072152NAL0000896657001
BRUNS CONSTRUCTION ENTERPRISES, INC
Form 5500
FILING_RECEIVED
BRUNS CONSTRUCTION ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
196
Accounts w/ balance
122
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "JH Multimanager Growth LS John Hancock USA 34156.118792 SHARES" is 27% of plan.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUNS CONSTRUCTION ENTERPRISES, INC.
Plan sponsor
Name
BRUNS CONSTRUCTION ENTERPRISES, INC
EIN
46-1665657
Address
1429 CRANBERRY ROAD · SAINT HENRY, OH · 458839749
Phone
(419) 925-4078
Industry
Constructionsee 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
2025-10-13
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
MAHLE, WACK, ZAIDAIN & CO., PLL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $950 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | INVESTMENT ADVISOR | $3K | — |
Investments
31 direct securities· $4.6M(79% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH Multimanager Growth LS John Hancock USA 34156.118792 SHARES | — | — | $1.1M | $1.2M | 21.3% | |
| JH Multimanager Balanced LS John Hancock USA 16066.469167 SHARES | — | — | $498K | $487K | 8.4% | |
| 500 Index Fund John Hancock USA 5386.242594 SHARES | — | — | $346K | $472K | 8.1% | |
| American Funds 2045 TD John Hancock USA 14962.483035 SHARES | — | — | $337K | $461K | 8.0% | |
| American Funds 2040 TD John Hancock USA 8600.722249 SHARES | — | — | $195K | $258K | 4.5% | |
| John Hancock Disciplined Value John Hancock USA 4417.050742 SHARES | — | — | $165K | $220K | 3.8% | |
| John Hancock Stable Val John Hancock USA 164046.788266 SHARES | — | — | $196K | $201K | 3.5% | |
| American Funds 2025 TD John Hancock USA 9081.882406 SHARES | — | — | $160K | $201K | 3.5% | |
| American Funds 2030 TD John Hancock USA 5620.799118 SHARES | — | — | $112K | $141K | 2.4% | |
| Fidelity Mid Cap Index Fund John Hancock USA 3334.942073 SHARES | — | — | $95K | $137K | 2.4% | |
| American Funds 2035 TD John Hancock USA 4207.997923 SHARES | — | — | $96K | $117K | 2.0% | |
| JH Multimanager Conserv ls John Hancock USA 4982.635528 SHARES | — | — | $110K | $103K | 1.8% | |
| Blue Chip Growth Funds John Hancock USA 613.991964 SHARES | — | — | $68K | $94K | 1.6% | |
| JH Multimanager Moderate John Hancock USA 3531.059475 SHARES | — | — | $98K | $87K | 1.5% | |
| Capital World Growth Income John Hancock USA 635.704153 SHARES | — | — | $49K | $67K | 1.2% | |
| PGIM Total Return Bond Funds John Hancock USA 3722.066973 SHARES | — | — | $62K | $64K | 1.1% | |
| BlackRock High Yield Bond Fund John Hancock USA 5505.619454 SHARES | — | — | $50K | $61K | 1.0% | |
| Nuveen Small Cap Blend Index John Hancock USA 948.884010 SHARES | — | — | $24K | $36K | 0.6% | |
| American Funds Euro Pac Growth John Hancock USA 272.397940 SHARES | — | — | $20K | $23K | 0.4% | |
| Fidelity International Index John Hancock USA 354.994266 SHARES | — | — | $17K | $21K | 0.4% | |
| Vanguard Explorer Fund John Hancock USA 51.527654 SHARES | — | — | $11K | $14K | 0.2% | |
| Dodge & Cox International John Hancock USA 192.776681 SHARES | — | — | $11K | $13K | 0.2% | |
| American Funds 2015 TD John Hancock USA 494.819452 SHARES | — | — | $8K | $9K | 0.2% | |
| DFA Inflation-Protected Sec John Hancock USA 481.901465 SHARES | — | — | $7K | $7K | 0.1% | |
| DFA Intl Small Company Funds John Hancock USA 210.956414 SHARES | — | — | $4K | $6K | 0.1% | |
| Principle Global Real Estate John Hancock USA 472.814034 SHARES | — | — | $4K | $5K | <0.1% | |
| PGIM Jennison Mid Cap Growth John Hancock USA 37.071108 SHARES | — | — | $4K | $4K | <0.1% | |
| AB GLOBAL BOND FUND John Hancock USA 400.399408 SHARES | — | — | $4K | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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