How big is Brickyard, LP's plan?

Brickyard, LP's plan reported $12.0M in assets and 3,659 participants for 2024.

Original filing (PDF)20251013155018NAL0000786035001

Brickyard, LP

Name: Brickyard, LP — Brickyard Healthcare 401(k) Profit, Form 5500 (2024)
Creator: Brickyard, LP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brickyard Healthcare 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Brickyard, LP's Brickyard Healthcare 401(k) Profit Sharing Plan and Trust held $12.0M in plan assets for 3,659 participants in 2024, with Paychex as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

3,659

Accounts w/ balance

474

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Kelly Durante signed Brickyard, LP's 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brickyard, LP's EIN is 84-2763429.

EIN 84-2763429

Plan number 001

Plan year 2024

ACK ID 20251013155018NAL0000786035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brickyard, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brickyard, LP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRICKYARD, LP.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 302K (24% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Plan sponsor

Name

BRICKYARD, LP

EIN

all filings

Address

2647 WATERFRONT PARKWAY EAST DRIVE · SUITE 100 · INDIANAPOLIS, IN · 46214

Phone

(317) 295-1825

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	—	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORIN PRIVATE CLIENT GROUP, LLC	—	JACKSON, WY	INVESTMENT ADVISOR	$7K	—

TPA / Administrator

Investments

31 direct securities· $11.9M(99% of reported assets)

Mutual Funds

$9.7M

22 holdings

Common Collective Trusts

$868K

3 holdings

Other securities

$703K

5 holdings

Cash / Money Market

$646K

1 holding

					% of plan
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$2.3M	19.0%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$1.6M	13.1%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$1.2M	10.4%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$1.1M	9.5%
AdvisorTrust FDIC Insured DDA Interest-bearing cash	Cash / Money Market	—	—	$646K	5.4%
Vanguard Growth ETF Mutual fund	Mutual Funds	—	—	$608K	5.1%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$574K	4.8%
SPDR S&P 500 ETF Trust Mutual fund	Common Collective Trusts	—	—	$511K	4.2%
Vanguard Explorer Fund Admiral Shares Mutual fund	Mutual Funds	—	—	$418K	3.5%
various dates through November 2029	Other securities	—	—	$390K	3.2%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$368K	3.1%
Vanguard Target Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$352K	2.9%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$309K	2.6%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$304K	2.5%
SPDR Portfolio S&P 500 Value ETF Mutual fund	Common Collective Trusts	—	—	$303K	2.5%
iShares Core US Aggregate Bond ETF Mutual fund	Other securities	—	—	$270K	2.2%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$229K	1.9%
Vanguard Developed Markets Index Fd Admiral Mutual fund	Mutual Funds	—	—	$200K	1.7%
Vanguard Short-Term Infl-Prot Sec Idx Adm Mutual fund	Common Collective Trusts	—	—	$54K	0.5%
iShares Core Dividend Growth ETF Mutual fund	Other securities	—	—	$37K	0.3%
Vanguard Interm-Term Corp Bd ETF Mutual fund	Mutual Funds	—	—	$27K	0.2%
Vanguard Mid-Cap Growth ETF Mutual fund	Mutual Funds	—	—	$25K	0.2%
Vanguard Mid-Cap Value ETF Mutual fund	Mutual Funds	—	—	$18K	0.2%
Vanguard Information Technology ETF Mutual fund	Mutual Funds	—	—	$16K	0.1%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$13K	0.1%
Dodge & Cox Stock I Mutual fund	Mutual Funds	—	—	$11K	<0.1%
Vanguard Financials ETF Mutual fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard High Dividend Yield ETF Mutual fund	Mutual Funds	—	—	$4K	<0.1%
iShares Core S&P Mid-Cap ETF Mutual fund	Other securities	—	—	$4K	<0.1%
iShares Core S&P Small-Cap ETF Mutual fund	Other securities	—	—	$3K	<0.1%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$2K	<0.1%