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Original filing (PDF)20251010122828NAL0007715569001
BRAMCO INC.
Form 5500
FILING_RECEIVED
BRAMCO RETIREMENT PLAN
401(k) retirement plan
Active participants
682
Accounts w/ balance
774
Plan assets (EOY)
$97.5M
Net assets (EOY)
$97.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAMCO INC..
Plan sponsor
Name
BRAMCO INC.
EIN
61-0140340
Address
1801 WATTERSON TRAIL · LOUISVILLE, KY · 40299
Phone
(502) 493-4323
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DEAN DORTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $120K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | 34-1753575 | — | CONSULTANT | $41K | — |
Investments
28 direct securities · 1 pooled fund· $100.0M(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
$94.9M
28 holdings
Common Collective Trust
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price 2040 Retirement Fund | — | — | — | $9.7M | 10.0% | |
| T. Rowe Price 2045 Retirement Fund | — | — | — | $9.5M | 9.7% | |
| Vanguard 500 Index Fund | — | — | — | $8.6M | 8.8% | |
| PIMCO RAE Plus Fund | — | — | — | $7.7M | 7.9% | |
| T. Rowe Price 2030 Retirement Fund | — | — | — | $6.3M | 6.5% | |
| T. Rowe Price 2055 Retirement Fund | — | — | — | $5.8M | 6.0% | |
| T. Rowe Price 2035 Retirement Fund | — | — | — | $5.8M | 5.9% | |
| T. Rowe Price 2050 Retirement Fund | — | — | — | $5.8M | 5.9% | |
| Harbor Capital Appreciation Fund | — | — | — | $5.3M | 5.4% | |
| GALLIARD STABLE RETURN FUND CLASS K SEI TRUST COMPANY · EIN 90-6153906 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.3% | |
| T. Rowe Price 2025 Retirement Fund | — | — | — | $4.8M | 5.0% | |
| T. Rowe Price 2060 Retirement Fund | — | — | — | $4.2M | 4.3% | |
| American Beacon Small Cap Value Fund | — | — | — | $3.6M | 3.7% | |
| Delaware Diversified Fund | — | — | $3.1M | $2.8M | 2.9% | |
| Self-directed brokerage accounts * Bank of America N.A. Self-directed brokerage accounts | — | — | — | $2.6M | 2.6% | |
| American Funds Europacific Growth Fund | — | — | — | $2.4M | 2.5% | |
| LOAN FUND LOANS | — | — | $2.2M | $2.2M | 2.3% | |
| Harbor Small Cap Growth Fund | — | — | — | $1.7M | 1.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $1.4M | $1.4M | 1.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $1.2M | $1.2M | 1.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.1M | 1.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $964K | 1.0% | |
| Vanguard Emerging Markets Index Fund | — | — | — | $740K | 0.8% | |
| T. Rowe Price 2020 Retirement Fund | — | — | — | $608K | 0.6% | |
| T. Rowe Price 2065 Retirement Fund | — | — | — | $147K | 0.2% | |
| T. Rowe Price 2015 Retirement Fund | — | — | — | $82K | <0.1% | |
| T. Rowe Price 2005 Retirement Fund | — | — | — | $29K | <0.1% | |
| T. Rowe Price 2010 Retirement Fund | — | — | — | $20K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $1K | $1K | <0.1% |
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