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Original filing (PDF)20250707125005NAL0001616531005
BELLRING BRANDS, INC.
Form 5500
FILING_RECEIVED
BELLRING BRANDS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
287
Accounts w/ balance
360
Plan assets (EOY)
$47.0M
Net assets (EOY)
$47.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 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 (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELLRING BRANDS, INC..
Plan sponsor
Name
BELLRING BRANDS, INC.
EIN
87-3296749
Address
2503 SOUTH HANLEY ROAD · ST LOUIS, MO · 631442503
Phone
(314) 644-7600
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
2025-07-07
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
| VANGUARD ADVISERS, INC. | 23-2811930 | — | NONE | $11K | — |
Investments
17 direct securities · 13 pooled funds· $47.0M(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
$23.5M
17 holdings
Common Collective Trust
$23.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Mutual Fund - Vanguard Institutional Index Fund | — | — | — | $8.4M | 18.0% | |
| VANGUARD RETIREMENT 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $4.2M | 9.0% | |
| VANGUARD RETIREMENT 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $4.2M | 9.0% | |
| VANGUARD RETIREMENT 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $3.7M | 7.8% | |
| VANGUARD RETIREMENT 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $3.6M | 7.7% | |
| VANGUARD RETIREMENT 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.4% | |
| BellRing Brands, Inc. Common Stock Fund - BellRing Brands, Inc. Common Stock | — | — | — | $2.4M | 5.2% | |
| VANGUARD RETIREMENT 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.9% | |
| The Vanguard Group Mutual Fund - Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $1.8M | 3.8% | |
| The Vanguard Group Mutual Fund - Vanguard Total Intl Stock Index Fund Instl Shares | — | — | — | $1.8M | 3.8% | |
| The Vanguard Group Mutual Fund - Vanguard Extended Market Index Fund Institutional Shares | — | — | — | $1.4M | 3.0% | |
| The Vanguard Group Mutual Fund - Vanguard Total Bond Market Index Fund Instl Shares | — | — | — | $1.4M | 2.9% | |
| The Vanguard Group Mutual Fund - Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $1.3M | 2.7% | |
| VANGUARD RETIREMENT 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| VANGUARD RETIREMENT 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| The Vanguard Group Mutual Fund - Vanguard International Growth Fund Admiral Shares | — | — | — | $832K | 1.8% | |
| The Vanguard Group Mutual Fund - Vanguard Explorer Fund Admiral Shares ** $ | — | — | — | $655K | 1.4% | |
| The Vanguard Group Mutual Fund - Vanguard Real Estate Index Fund Institutional Shares | — | — | — | $612K | 1.3% | |
| The Vanguard Group Mutual Fund - Vanguard Federal Money Market Fund | — | — | — | $553K | 1.2% | |
| Post Holdings, Inc. Common Stock Fund - Post Holdings, Inc. Common Stock | — | — | — | $520K | 1.1% | |
| The Vanguard Group Mutual Fund - Vanguard Wellington Fund Admiral Shares | — | — | — | $427K | 0.9% | |
| The Vanguard Group Mutual Fund - Vanguard Windsor II Fund Admiral Shares | — | — | — | $405K | 0.9% | |
| Participant Loans Participant Loans (various maturity dates, 4.25% - 9.5% interest) — | — | — | — | $347K | 0.7% | |
| The Vanguard Group Mutual Fund - Vanguard Total Intl Bond Index Fund Admiral Shares | — | — | — | $334K | 0.7% | |
| The Vanguard Group Mutual Fund - Vanguard Strategic Small-Cap Equity Fund | — | — | — | $325K | 0.7% | |
| VANGUARD RETIREMENT 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $261K | 0.6% | |
| VANGUARD RETIREMENT 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $118K | 0.3% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $80K | 0.2% | |
| VANGUARD RETIREMENT 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $48K | 0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% |
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