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Original filing (PDF)20250829110537NAL0006170003001
BROWN JORDAN INC.
Form 5500
FILING_RECEIVED
BROWN JORDAN INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
518
Accounts w/ balance
732
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN JORDAN INC..
Plan sponsor
Name
BROWN JORDAN INC.
EIN
63-1127982
Address
475 W. TOWN PLACE · 200 · ST. AUGUSTINE, FL · 32092
Phone
(904) 495-0717
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
2025-08-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HIGHLANDS ACCOUNTING GROUP, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | 13-2834414 | — | NONE | $44K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $43K | — |
| THE HIGHLANDS ACCOUNTING GROUP | 82-3217974 | — | NONE | $11K | — |
Investments
15 direct securities · 14 pooled funds· $39.1M(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.
Common Collective Trust
$28.0M
14 holdings
Uncategorized
$11.1M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.9M | 17.5% | |
| SCHWAB MANAGED RET TRUST 2030 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $5.7M | 14.5% | |
| Vanguard 500 Index Admiral Registered Investment Company a | — | — | — | $5.4M | 13.8% | |
| SCHWAB MANAGED RET TRUST 2025 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $3.6M | 9.3% | |
| SCHWAB MANAGED RET TRUST 2035 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $3.0M | 7.7% | |
| SCHWAB MANAGED RET TRUST 2040 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $2.2M | 5.7% | |
| SCHWAB MANAGED RET TRUST 2020 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $1.8M | 4.7% | |
| SCHWAB MANAGED RET TRUST 2045 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.8M | 4.6% | |
| SCHWAB MANAGED RET TRUST 2050 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $894K | 2.3% | |
| Allspring Special Mid Cap Val A Registered Investment Company a | — | — | — | $691K | 1.8% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | — | — | — | $656K | 1.7% | |
| SCHWAB MANAGED RET TRUST 2055 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $651K | 1.7% | |
| Western Asset Core Plus Bond I Registered Investment Company a | — | — | — | $634K | 1.6% | |
| SCHWAB MANAGED RET TRUST 2060 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $613K | 1.6% | |
| SCHWAB MANAGED RET TRUST 2015 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $561K | 1.4% | |
| Vanguard Small Cap Index Admiral Registered Investment Company a | — | — | — | $540K | 1.4% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company a | — | — | — | $506K | 1.3% | |
| MFS Instl Intl Equity Registered Investment Company a | — | — | — | $475K | 1.2% | |
| Franklin Small Cap Growth A Registered Investment Company a | — | — | — | $427K | 1.1% | |
| PGIM Jennison Mid-Cap Growth A Registered Investment Company a | — | — | — | $407K | 1.0% | |
| Boston Partners Sm Cap Value II Registered Investment Company a | — | — | — | $390K | 1.0% | |
| Vanguard Total Intl Stk Idx Adm Registered Investment Company a | — | — | — | $348K | 0.9% | |
| DWS RReef Real Assets S Registered Investment Company a | — | — | — | $271K | 0.7% | |
| Invesco Oppenheimer Dev Mkts A Registered Investment Company a | — | — | — | $178K | 0.5% | |
| Vanguard Total Bond Mkt Idx Adm Registered Investment Company a | — | — | — | $175K | 0.4% | |
| SCHWAB MANAGED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $140K | 0.4% | |
| SCHWAB MANAGED RET TRUST INC CIT CHARLES SCHWAB · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $68K | 0.2% | |
| SCHWAB MANAGED RET TRUST 2010 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $53K | 0.1% | |
| Vanguard Fed Money Market Fund Registered Investment Company a | — | — | — | $48K | 0.1% |
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