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Original filing (PDF)20251014125209NAL0002953633001
BRINKLEY RV, LLC
Form 5500
FILING_RECEIVED
BRINKLEY RV, LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,007
Accounts w/ balance
768
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRINKLEY RV, LLC.
Plan sponsor
Name
BRINKLEY RV, LLC
EIN
87-4033880
Address
1655 BRINKLEY WAY EAST · GOSHEN, IN · 46528
Phone
(260) 350-2880
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
2025-10-14
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
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $16K | — |
Investments
21 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
$5.7M
20 holdings
Pooled Separate Account
$5.7M
1 holding
Pooled Separate Accounts
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $5.7M | 89.0% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2050 | — | — | — | $1.3M | 20.1% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2065 | — | — | — | $1.0M | 16.1% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2055 | — | — | — | $834K | 13.1% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2060 | — | — | — | $674K | 10.5% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2045 | — | — | — | $668K | 10.4% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2040 | — | — | — | $316K | 4.9% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2030 | — | — | — | $272K | 4.3% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2035 | — | — | — | $227K | 3.5% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2025 | — | — | — | $177K | 2.8% | |
| # Standard Insurance Co. AB Large Cap Growth Adv | — | — | — | $77K | 1.2% | |
| # Standard Insurance Co. MFS Value R3 * 49 # Standard Insurance Co. Fidelity Total Market Index | — | — | — | $50K | 0.8% | |
| # Standard Insurance Co. Dodge & Cox Stock Investor | — | — | — | $40K | 0.6% | |
| # Standard Insurance Co. T. Rowe Price Target Retire 2020 | — | — | — | $15K | 0.2% | |
| # Standard Insurance Co. iShares Russell Small Mid Cap Index K | — | — | — | $7K | 0.1% | |
| # Standard Insurance Co. T. Rowe Price Small-Cap Value | — | — | — | $6K | <0.1% | |
| # Standard Insurance Co. ML Guaranteed Return Account | — | — | — | $5K | <0.1% | |
| # Standard Insurance Co. DFA International Core Equity 2 I | — | — | — | $3K | <0.1% | |
| # Standard Insurance Co. Fidelity International Index | — | — | — | $3K | <0.1% | |
| # Standard Insurance Co. Cohen & Steers Real Estate Securities A | — | — | — | $2K | <0.1% | |
| # Standard Insurance Co. Fidelity US Bond Index | — | — | — | $2K | <0.1% | |
| s # Standard Insurance Co. American Funds Inflation Linked Bond R6 | Pooled Separate Accounts | — | — | $1K | <0.1% |
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