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Original filing (PDF)20250904161008NAL0027691248001
BRANDED GROUP, INC.
Form 5500
FILING_RECEIVED
BRANDED GROUP RETIREMENT READINESS 401(K) PLAN
401(k) retirement plan
Signals · 2
~133 bps in Sched C feesNo recordkeeper disclosed
Active participants
152
Accounts w/ balance
158
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
10 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 133 bps in Schedule C fees — 156% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANDED GROUP, INC..
Plan sponsor
Name
BRANDED GROUP, INC.
EIN
46-4559959
Address
222 S HARBOR BLVD SUITE 500 · ANAHEIM, CA · 92805
Phone
(323) 940-1444
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-04
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
MACIAS GINI & O'CONNELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACIA GINI & O'CONNELL LLP | 68-0300457 | — | ACCOUNTANT | $15K | — |
Investments
16 direct securities · 10 pooled funds· $2.8M(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
$2.5M
16 holdings
Pooled Separate Account
$155K
5 holdings
Common Collective Trust
$138K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2050 K Fund | — | — | — | $639K | 22.6% | |
| Blackrock Lifepath Index 2055 K Fund | — | — | — | $554K | 19.6% | |
| Blackrock Lifepath Index 2060 K Fund | — | — | — | $375K | 13.3% | |
| Blackrock Lifepath Index 2045 K Fund | — | — | — | $189K | 6.7% | |
| Blackrock Lifepath Index 2065 K Fund | — | — | — | $188K | 6.7% | |
| Notes Receivable from Parti Interest Rate ranging from 5.25% to 10.5% | — | — | — | $106K | 3.8% | |
| JP Morgan JP Morgan International Equity R6 Fund | — | — | — | $76K | 2.7% | |
| Blackrock Lifepath Index 2035 K Fund | — | — | — | $73K | 2.6% | |
| Blackrock Lifepath Index Retirement K Fund | — | — | — | $70K | 2.5% | |
| Blackrock Lifepath Index 2040 K Fund | — | — | — | $70K | 2.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $60K | 2.1% | |
| Blackrock Lifepath Index 2030 K Fund | — | — | — | $57K | 2.0% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $55K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $50K | 1.8% | |
| JP Morgan JP Morgan US Equity R6 Fund | — | — | — | $47K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $45K | 1.6% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $38K | 1.3% | |
| DFA Global Equity I Fund | — | — | — | $35K | 1.2% | |
| MFS Total Return R6 Fund | — | — | — | $32K | 1.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $23K | 0.8% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $21K | 0.7% | |
| Fidelity Advisor Strategic Income Z Fund | — | — | — | $10K | 0.4% | |
| PIMCO Real Return Instl Fund ** 337 American Funds American Funds Growth and Income Portfolio R6 Fund | — | — | — | $10K | 0.4% | |
| SMALL CAP GWTH FD III R1 GREAT GRAY TRUST COMPANY · EIN 38-7304119 / PN 001 | Common Collective Trust | — | — | $860 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
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