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Original filing (PDF)20251104160657NAL0012642736001
BRON BUYER, LLC
Form 5500
FILING_RECEIVED
BRON TAPES 401(K) PLAN
401(k) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
167
Accounts w/ balance
198
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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)
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
- 77 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 BRON BUYER, LLC.
Plan sponsor
Name
BRON BUYER, LLC
EIN
84-0744478
Address
875 WEST ELLSWORTH AVENUE · DENVER, CO · 80223
Phone
(303) 534-2002
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
2025-11-04
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $27K | — |
Investments
26 direct securities· $6.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2050 Fund | — | — | — | $754K | 12.2% | |
| BlackRock Lifepath Index 2040 Fund | — | — | — | $740K | 11.9% | |
| Fidelity 500 Index Fund | — | — | — | $723K | 11.7% | |
| BlackRock Lifepath Index 2055 Fund | — | — | — | $692K | 11.2% | |
| BlackRock Lifepath Index 2035 Fund | — | — | — | $641K | 10.4% | |
| BlackRock Lifepath Index 2030 Fund | — | — | — | $533K | 8.6% | |
| BlackRock Lifepath Index Retirement Fund | — | — | — | $461K | 7.4% | |
| BlackRock Lifepath Index 2060 Fund | — | — | — | $354K | 5.7% | |
| Empower** Fully benefit-responsive contract - Fixed Account Series Class I | — | — | — | $331K | 5.3% | |
| BlackRock Lifepath Index 2045 Fund | — | — | — | $174K | 2.8% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $164K | 2.6% | |
| MFS International Diversification Fund | — | — | — | $103K | 1.7% | |
| Fidelity US Bond Index Fund | — | — | — | $55K | 0.9% | |
| Fidelity International Index Fund | — | — | — | $54K | 0.9% | |
| BlackRock Lifepath Index 2065 Fund | — | — | — | $52K | 0.8% | |
| Fidelity Advisor Focused Emerging Market Fund | — | — | — | $49K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $47K | 0.8% | |
| MFS Mid Cap Growth Fund | — | — | — | $46K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $45K | 0.7% | |
| PIMCO Income Institutional Fund | — | — | — | $44K | 0.7% | |
| Putnam Large Cap Value Fund | — | — | — | $39K | 0.6% | |
| Morningstar Allspring Special Small Cap Value Fund | — | — | — | $36K | 0.6% | |
| Janus Henderson Triton Fund | — | — | — | $28K | 0.4% | |
| PGIM Total Return Bond Fund | — | — | — | $17K | 0.3% | |
| Victory Capital Victory Sycamore Established Value Fund | — | — | — | $9K | 0.2% | |
| PGIM Global Real Estate Fund | — | — | — | $4K | <0.1% |
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