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Original filing (PDF)20250915155134NAL0000777603001
BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION
Form 5500
FILING_RECEIVED
FIBRIX FILTRATION 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
382
Accounts w/ balance
591
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% 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 BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION.
Plan sponsor
Name
BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION
EIN
85-2075925
Address
1101 TAR HEEL ROAD · CHARLOTTE, NC · 28208
Phone
(678) 801-2038
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
2025-09-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AC CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $59K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LOOMIS - SAYLES - NATIXIS - HANSBER | 65-0696325 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| IVY INVESTMENTS | — | KANSAS CITY, MO | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| PUTNAM FUNDS | 04-3534983 | — | NONE | $0 | — |
| EUROPACIFIC GROWTH FUND | 38-7289843 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $11.4M(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
$11.4M
28 holdings
Common Collective Trust
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRT TRP 2030 TRT R1 Mutual Funds | — | — | — | $2.1M | 18.8% | |
| GREAT GRAY TRT TRP 2035 TRT R1 Mutual Funds | — | — | — | $1.7M | 15.1% | |
| LOOMIS SAYLES INV GR BOND N Mutual Funds 19 VANGUARD 500 INDEX ADMIRAL Mutual Funds | — | — | — | $1.3M | 11.1% | |
| GREAT GRAY TRT TRP 2040 TRT R1 Mutual Funds | — | — | — | $1.1M | 9.6% | |
| GREAT GRAY TRT TRP 2025 TRT R1 Mutual Funds | — | — | — | $788K | 6.9% | |
| JPMORGAN GROWTH ADVANTAGE R6 Mutual Funds | — | — | — | $782K | 6.9% | |
| GREAT GRAY TRT TRP 2050 TRT R1 Mutual Funds | — | — | — | $616K | 5.4% | |
| FIDELITY MID CAP INDEX Mutual Funds | — | — | — | $508K | 4.5% | |
| GREAT GRAY TRT TRP 2045 TRT R1 Mutual Funds | — | — | — | $385K | 3.4% | |
| GREAT GRAY TRT TRP 2010 TRT R1 Mutual Funds 781 * GREAT GRAY TRT TRP 2015 TRT R1 Mutual Funds | — | — | — | $327K | 2.9% | |
| AF AMERICAN HI-INC TR R6 Mutual Funds | — | — | — | $326K | 2.9% | |
| APEX GUARANTEED FIXED INTEREST Y Mutual Funds | — | — | — | $289K | 2.5% | |
| PUTNAM SMALL CAP GROWTH R6 Mutual Funds | — | — | — | $161K | 1.4% | |
| Participant Loans Interest Rate (4.25%-9.50%) | — | — | — | $144K | 1.3% | |
| GREAT GRAY TRT TRP 2055 TRT R1 Mutual Funds | — | — | — | $125K | 1.1% | |
| GREAT GRAY TRT TRP 2060 TRT R1 Mutual Funds | — | — | — | $98K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Funds | — | — | — | $87K | 0.8% | |
| PIMCO RAE PLUS SMALL INSTL Mutual Funds | — | — | — | $83K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | — | — | — | $76K | 0.7% | |
| GREAT GRAY TRT TRP 2020 TRT R1 Mutual Funds | — | — | — | $74K | 0.7% | |
| FIDELITY LOW-PRICED STOCK K Mutual Funds | — | — | — | $70K | 0.6% | |
| GREAT GRAY TRT TRP 2065 TRT R1 Mutual Funds | — | — | — | $68K | 0.6% | |
| GREAT GRAY TRT TRP 2005 TRT R1 Mutual Funds | — | — | — | $63K | 0.6% | |
| MACQUARIE MID CAP GROWTH R6 Mutual Funds | — | — | — | $54K | 0.5% | |
| T. ROWE PRICE STABLE VALUE N Common/Collective Trust | — | — | — | $31K | 0.3% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $31K | 0.3% | |
| PIMCO INCOME INSTL Mutual Funds 17 PGIM TOTAL RETURN BOND R6 Mutual Funds | — | — | — | $13K | 0.1% | |
| TIAA-CREF REAL ESTATE SEC INSTL Mutual Funds | — | — | — | $11K | <0.1% | |
| T. ROWE PRICE GOVT MONEY INV Mutual Funds 243 * T. ROWE PRICE U.S. TREASURY INV Mutual Funds | — | — | — | $1K | <0.1% |