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Original filing (PDF)20251008185904NAL0003213715001
BRYANT & STRATTON COLLEGE, INC.
Form 5500
FILING_RECEIVED
BRYANT & STRATTON COLLEGE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,260
Accounts w/ balance
2,188
Plan assets (EOY)
$85.0M
Net assets (EOY)
$85.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 68% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYANT & STRATTON COLLEGE, INC..
Plan sponsor
Name
BRYANT & STRATTON COLLEGE, INC.
EIN
84-4813183
Address
SYSTEM OFFICE · 200 RED TAIL RD · ORCHARD PARK, NY · 141271562
Phone
(716) 677-7801
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
TRONCONI SEGARRA & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $204K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $25K | — |
Investments
29 direct securities · 1 pooled fund· $85.0M(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.
Uncategorized
$80.5M
29 holdings
Common Collective Trust
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund Mutual Fund | — | — | — | $11.2M | 13.2% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $7.7M | 9.0% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $7.4M | 8.8% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $7.4M | 8.7% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $5.8M | 6.8% | |
| AB Large Cap Growth Z Fund Mutual Fund | — | — | — | $5.3M | 6.2% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $5.0M | 5.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.5M | 5.3% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $4.0M | 4.7% | |
| Vanguard Explorer Admiral Fund Mutual Fund | — | — | — | $3.9M | 4.6% | |
| American Funds Euro Pacific Growth R6 Fund Mutual Fund | — | — | — | $3.4M | 4.0% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $3.0M | 3.6% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $2.8M | 3.2% | |
| The Vanguard Group Vanguard Equity-Income Admiral Fund Mutual Fund | — | — | — | $2.0M | 2.4% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual Fund | — | — | — | $1.9M | 2.2% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $1.6M | 1.9% | |
| BlackRoack Total Return K Fund Mutual Fund | — | — | — | $1.6M | 1.8% | |
| Participant Loans 3.25% - 8.50% | — | — | — | $1.5M | 1.7% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | — | — | — | $1.3M | 1.5% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $1.3M | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $662K | 0.8% | |
| PIMCO International Bond Fund Mutual Fund | — | — | — | $428K | 0.5% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $291K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $242K | 0.3% | |
| American Century Inflation Adjustment Bond Fund Mutual Fund | — | — | — | $195K | 0.2% | |
| Vanguard Federal Money Market Investment Fund Mutual Fund | — | — | — | $193K | 0.2% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $144K | 0.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $131K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $97K | 0.1% | |
| T. Rowe Price Retirement Balance Class Fund Mutual Fund | — | — | — | $35K | <0.1% |