Original filing (PDF)20250609144736NAL0011071971001

BROCK HOLDING CORPORATION

Name: BROCK HOLDING CORPORATION — BROCK HOLDING CORP. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: BROCK HOLDING CORPORATION

Form 5500-SF

FILING_RECEIVED

BROCK HOLDING CORP. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROCK HOLDING CORPORATION.

Plan sponsor

Name

BROCK HOLDING CORPORATION

EIN

87-4041137

Address

2050 WEST GOOD HOPE ROAD · MILWAUKEE, WI · 53209

Phone

(414) 351-5500

Industry

Finance & Insurancesee 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

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PREMIA SOLUTIONS INC.

PREMIA SOLUTIONS INC. 401(K) PLAN

$2.4M · 11 participants

RESPONSIVE AUTO UNDERWRITERS

RESPONSIVE AUTO UNDERWRITERS 401(K) PSP

$2.2M · 74 participants

HAL R PATTON D.D.S.

$2.5M · 7 participants

PREMIER WARRANTY SERVICES, LLC

PREMIER RETIREMENT SAVINGS PLAN RETIREMENT SAVINGS PLAN

$2.2M · 77 participants

PORTER INSURANCE AGENCY, INC.

PORTER INSURANCE AGENCY, INC. 401(K) PLAN

$2.7M · 11 participants