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Original filing (PDF)20251013165228NAL0003636930001
BROWNING
Form 5500
FILING_RECEIVED
BROWNING & ASSOCIATES SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
198
Plan assets (EOY)
$48.4M
Net assets (EOY)
$48.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWNING.
Plan sponsor
Name
BROWNING
EIN
87-0340348
Address
1 BROWNING PLACE · MORGAN, UT · 840509326
Phone
(801) 876-2711
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
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
ACUITY BUSINESS TAX ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
Investments
31 direct securities · 18 pooled funds· $49.9M(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
$48.4M
31 holdings
Common Collective Trust
$1.4M
14 holdings
Pooled Separate Account
$0
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Registered Investment Company - | — | — | — | $8.6M | 17.9% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $7.8M | 16.2% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $6.3M | 13.1% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $4.1M | 8.4% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $4.0M | 8.3% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $2.7M | 5.5% | |
| value Alliance Bernstein Registered Investment Company - | — | — | — | $2.4M | 5.0% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $2.4M | 5.0% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $2.3M | 4.8% | |
| Great Gray Trust Company Common/Collective Trust - | — | — | — | $1.4M | 2.9% | |
| GALLIARD RETIRE INC FUND CL 35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 821 | Common Collective Trust | — | — | $1.4M | 2.9% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $1.1M | 2.2% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $787K | 1.6% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $687K | 1.4% | |
| Janus International Holding LLC Registered Investment Company - | — | — | — | $620K | 1.3% | |
| PGIM Investments Registered Investment Company - | — | — | — | $486K | 1.0% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $484K | 1.0% | |
| American Century Investments Registered Investment Company - | — | — | — | $356K | 0.7% | |
| JP Morgan Funds Registered Investment Company - | — | — | — | $312K | 0.6% | |
| Participant Loans Interest rate range from 4.25%-9.50% - | — | — | — | $278K | 0.6% | |
| JP Morgan Funds Registered Investment Company - | — | — | — | $209K | 0.4% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $198K | 0.4% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $172K | 0.4% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $140K | 0.3% | |
| Lord Abbett Registered Investment Company - | — | — | — | $133K | 0.3% | |
| Fidelity Investments Registered Investment Company - | — | — | — | $109K | 0.2% | |
| (E) | — | — | — | $58K | 0.1% | |
| Deutsche Registered Investment Company - | — | — | — | $58K | 0.1% | |
| MFS Investment Management Registered Investment Company - | — | — | — | $45K | <0.1% | |
| PGIM Investments Registered Investment Company - | — | — | — | $29K | <0.1% | |
| Victory Funds Registered Investment Company - | — | — | — | $16K | <0.1% | |
| Goldman Sachs Registered Investment Company - 17 Invesco Funds Group Inc Registered Investment Company - | — | — | — | $2K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
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