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Original filing (PDF)20250930092938NAL0019162242001
BRSI, LP
Form 5500
FILING_RECEIVED
BENEFIT RECOVERY 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
197
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRSI, LP.
Plan sponsor
Name
BRSI, LP
EIN
76-0558170
Address
1111 NORTH LOOP WEST, SUITE 1000 · HOUSTON, TX · 770084717
Phone
(713) 880-8791
Industry
Finance & Insurancesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | E PROVIDENCE, RI | CONTRACT ADMIN | $4K | — |
Investments
27 direct securities· $6.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Market R6 Mutual Funds * American Funds American Funds Invest Co of N/R | — | — | — | $1.2M | 17.4% | |
| America R6 * American Funds American Funds Growth Fund of N/R | — | — | — | $892K | 13.1% | |
| Amer R6 * American Funds American Funds Moderate G/I N/R | — | — | — | $832K | 12.2% | |
| Portfolio R6 * American Funds American Funds Capital World G/I N/R | — | — | — | $485K | 7.1% | |
| American Funds American Funds Smallcap World R6 N/R | — | — | — | $449K | 6.6% | |
| Invesco Diversified Dividend R6 N/R | — | — | — | $419K | 6.2% | |
| American Funds American Funds 2050 Target Date N/R | — | — | — | $312K | 4.6% | |
| Fund R6 * American Funds American Funds 2045 Target Date N/R | — | — | — | $307K | 4.5% | |
| Fund R6 * American Funds American Funds 2035 Target Date N/R | — | — | — | $279K | 4.1% | |
| Fund R6 * American Funds American Century Real Estate R6 N/R | — | — | — | $218K | 3.2% | |
| American Funds American Funds 2030 Target Date N/R | — | — | — | $165K | 2.4% | |
| Fund R6 * American Funds American Funds 2055 Target Date N/R | — | — | — | $163K | 2.4% | |
| Fund R6 * American Funds American Funds Bond Fund of N/R | — | — | — | $150K | 2.2% | |
| America * American Funds American Funds 2060 Target Date N/R | — | — | — | $143K | 2.1% | |
| Fund R6 * American Funds American Funds 2040 Target Date N/R | — | — | — | $124K | 1.8% | |
| Fund R6 * American Funds American Funds Fundamental Invs N/R | — | — | — | $117K | 1.7% | |
| Money Market Fund * American Funds American Funds US Govt Money N/R | — | — | — | $94K | 1.4% | |
| American Funds American Funds 2020 Target Date N/R | — | — | — | $83K | 1.2% | |
| Fund R6 Parametric Commodity Strategy N/R | — | — | — | $82K | 1.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $71K | 1.1% | |
| Fund I * American Funds American Funds 2025 Target Date N/R | — | — | — | $66K | 1.0% | |
| Fund R6 BlackRock Emerging Mkts K N/R | — | — | — | $14K | 0.2% | |
| American Funds American Funds 2065 Target Date N/R | — | — | — | $14K | 0.2% | |
| Fund R6 Janus Henderson Janus Henderson Balanced R6 N/R | — | — | — | $11K | 0.2% | |
| American Funds American Funds 2010 Trgt Date N/R | — | — | — | $9K | 0.1% | |
| Retire R6 * American Funds American Funds Europacific Gr R6 N/R | — | — | — | $9K | 0.1% | |
| American Funds American Funds Inc Fund of Amer N/R | — | — | — | $1K | <0.1% |
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