Back to filter
Original filing (PDF)20251014064343NAL0003316896001
BROWN PACKING CO., INC.
Form 5500
FILING_RECEIVED
BROWN PACKING RETIREMENT PLAN
401(k) retirement plan
Active participants
374
Accounts w/ balance
291
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 126% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN PACKING CO., INC..
Plan sponsor
Name
BROWN PACKING CO., INC.
EIN
57-0289483
Address
PO BOX 130 · GAFFNEY, SC · 293420130
Phone
(864) 489-5723
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
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HALLIDAY, SCHWARTZ & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $51K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILESTONE INVESTMENTS | — | CHARLOTTE, NC | BROKER | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE SKY 401(K) SPECIALISTS INC. | 81-3622920 | — | TPA | $360 | — |
Investments
26 direct securities· $12.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Admiral Shares | — | — | — | $1.8M | 14.6% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $1.4M | 10.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $1.3M | 10.6% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $1.3M | 10.1% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $988K | 7.8% | |
| BlackRock Emerging Markets Fund, Inc. K Shares | — | — | — | $749K | 5.9% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $696K | 5.5% | |
| Vanguard Balanced Index Fund Admiral Shares 838 Vanguard Energy Index Fund Admiral Shares | — | — | — | $654K | 5.2% | |
| Participant Notes Receivable Interest rates - various based on current market (3.25 - 9.5%) | — | — | — | $544K | 4.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $373K | 3.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $322K | 2.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $313K | 2.5% | |
| Vanguard REIT Index Fund Admiral Shares | — | — | — | $283K | 2.2% | |
| Vanguard Prime Money Market Fund | — | — | — | $266K | 2.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $231K | 1.8% | |
| Vanguard Short-Term Invest Grade Fund Admiral Shares | — | — | — | $222K | 1.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $222K | 1.8% | |
| Vanguard High-Yield Corp Fund Admiral Shares | — | — | — | $208K | 1.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $185K | 1.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $148K | 1.2% | |
| Vanguard Inflation-Protected Sec Admiral Shares | — | — | — | $144K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $87K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $52K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $51K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $27K | 0.2% |
Related plans
Other plans using ASCENSUS
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Manufacturing plans
BEST PROVISION COMPANY, INC.
BEST PROVISION COMPANY, INC. 401(K) SAVINGS PLAN
$12.5M · 20 participants
DARLING INGREDIENTS INC.
DARLING INGREDIENTS RETIREMENT INCOME PLAN FOR UNION EMPLOYEES
$12.7M · 30 participants
LINCOLN PROVISION, INC.
LINCOLN PROVISION, INC. EMPLOYEES RETIREMENT PLAN
$12.5M · 24 participants
THOMAS FOODS INTERNATIONAL, USA
THOMAS FOODS INTERNATIONAL, USA 401(K) PLAN
$12.8M · 213 participants
EARP MEAT COMPANY INC
EARP MEAT COMPANY INC MONEY PURCHASE PENSION PLAN AND TRUST
$12.3M · 201 participants
CS BEEF PACKERS, LLC
CS BEEF PACKERS, LLC 401(K) PLAN
$12.9M · 470 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants