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Original filing (PDF)20250930092422NAL0005411315001
BROADHEAD ENTERPRISES INC.
Form 5500
FILING_RECEIVED
BROADHEAD ENTERPRISES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
211
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROADHEAD ENTERPRISES INC..
Plan sponsor
Name
BROADHEAD ENTERPRISES INC.
EIN
82-3595309
Address
411 WASHINGTON AVE N · STE 500 · MINNEAPOLIS, MN · 554011301
Phone
(612) 623-8000
Industry
Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHN A. KNUTSON & CO., PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
Investments
33 direct securities· $19.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.6M | 13.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.2M | 11.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.7M | 8.8% | |
| Principal Large Cap Growth Fund I | — | — | — | $1.6M | 8.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.5M | 8.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.3M | 6.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.1M | 5.6% | |
| Putnam Large Cap Value Fund | — | — | — | $924K | 4.9% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $736K | 3.9% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $513K | 2.7% | |
| EuroPacific Growth Fund | — | — | — | $482K | 2.5% | |
| Vanguard Target Retirement 2025 | — | — | — | $418K | 2.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $416K | 2.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $392K | 2.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $386K | 2.0% | |
| Vanguard Small Cap Index | — | — | — | $355K | 1.9% | |
| Invesco Small Cap Value Fund | — | — | — | $304K | 1.6% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $296K | 1.6% | |
| Vanguard Mid Cap Index | — | — | — | $292K | 1.5% | |
| Principal Core Fixed Income Fund | — | — | — | $272K | 1.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $227K | 1.2% | |
| BlackRock High Yield Bond | — | — | — | $201K | 1.1% | |
| Principal Mid Cap Value Fund I | — | — | — | $201K | 1.1% | |
| Invesco Developing Markets Fund | — | — | — | $200K | 1.1% | |
| Principal Real Estate Securities Fund | — | — | — | $141K | 0.7% | |
| JP Morgan Small Cap Growth Fund | — | — | — | $117K | 0.6% | |
| Participant Notes Receivable Various maturity dates, 5.25 - 9.50% interest -0- | — | — | — | $62K | 0.3% | |
| (E) | — | — | — | $62K | 0.3% | |
| Pimco Real Return Fund | — | — | — | $57K | 0.3% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $26K | 0.1% | |
| Principal LifeTime Strategic Income Fund | — | — | — | $2K | <0.1% | |
| (E) | — | — | $26K | $2K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $1K | <0.1% |
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