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Original filing (PDF)20251014114755NAL0001329251001
BRAINLAB, INC.
Form 5500
FILING_RECEIVED
BRAINLAB, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
423
Accounts w/ balance
513
Plan assets (EOY)
$76.4M
Net assets (EOY)
$76.4M
How this plan invests
This plan
1 pooled trust
Schedule D
72 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 (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAINLAB, INC..
Plan sponsor
Name
BRAINLAB, INC.
EIN
91-1934839
Address
5 WESTBROOK CORPORATE CENTER SUITE · WESTCHESTER, IL · 60154
Phone
(708) 486-1939
Industry
Retail Tradesee 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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SELDEN FOX, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $41K | — |
| SELDEN FOX | 36-2985770 | — | SERVICE PROVIDER | $9K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | SERVICE PROVIDER | $0 | — |
Investments
53 direct securities · 1 pooled fund· $161.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$89.4M
53 holdings
Pooled Separate Account
$72.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $72.1M | 94.4% | |
| (Held at End of Year) BRAINLAB, INC. 401(K) PLAN EIN#91-1934839 Plan# 001 Fidelity 500 Index Fund Registered Investment Company | — | — | — | $11.9M | 15.6% | |
| Nuveen LgCp Growth Fnd R6 Registered Investment Company | — | — | — | $8.1M | 10.6% | |
| American Funds 2050 Target Date R6 Pooled Separate Account - | — | — | — | $4.5M | 5.9% | |
| Columbia Contrarian Core Fund Inst. 3 Pooled Separate Account - | — | — | — | $3.6M | 4.7% | |
| American Funds American Balanced R6 Pooled Separate Account - | — | — | — | $3.5M | 4.6% | |
| American Funds New Perspective R6 Pooled Separate Account - | — | — | — | $3.2M | 4.2% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $3.2M | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral Pooled Separate Account - | — | — | — | $3.2M | 4.2% | |
| Hartford Dividend & Growth Fund R6 Pooled Separate Account - | — | — | — | $3.1M | 4.1% | |
| Hartfrd Dividnd & Grw Fnd R6 Registered Investment Company | — | — | — | $3.1M | 4.1% | |
| American Funds 2055 Target Date R6 Pooled Separate Account - | — | — | — | $3.0M | 3.9% | |
| Vanguard Small-Cap Index Fund Admiral Pooled Separate Account - | — | — | — | $2.7M | 3.6% | |
| MFS International Value Fund R6 Pooled Separate Account - | — | — | — | $2.4M | 3.1% | |
| MFS Intl Intrinsic Val Fnd R6 Registered Investment Company | — | — | — | $2.4M | 3.1% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account - | — | — | — | $2.2M | 2.9% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $2.2M | 2.8% | |
| Vanguard Developed Markets Index Adm. Pooled Separate Account - | — | — | — | $2.2M | 2.8% | |
| DFA U.S. Targeted Value Portfolio Inst. Pooled Separate Account - | — | — | — | $2.1M | 2.8% | |
| American Funds 2060 Target Date R6 Pooled Separate Account - | — | — | — | $2.0M | 2.6% | |
| Brokerage account Charles Schwab Self-Directed Brokerage Account - | — | — | — | $1.9M | 2.5% | |
| Voya Fixed Account - | — | — | — | $1.8M | 2.4% | |
| AB Small Cap Growth Portfolio - Class Z Pooled Separate Account - | — | — | — | $1.5M | 2.0% | |
| American Funds 2045 Target Date R6 Pooled Separate Account - | — | — | — | $1.5M | 2.0% | |
| Fidelity Emerging Markets Fund K Pooled Separate Account - | — | — | — | $1.4M | 1.9% | |
| Neuberg Berm MdCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.4M | 1.8% | |
| Neuberger Berman Mid Cap Growth R6 Pooled Separate Account - | — | — | — | $1.4M | 1.8% | |
| Vangrd FTSE Social Ind Fd Adm Registered Investment Company | — | — | — | $1.1M | 1.4% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $1.0M | 1.3% | |
| American Century Mid Cap Value Fund R6 Pooled Separate Account - | — | — | — | $965K | 1.3% | |
| PIMCO High Yield Fund Institutional Pooled Separate Account - | — | — | — | $757K | 1.0% | |
| American Funds 2040 Target Date R6 Pooled Separate Account - | — | — | — | $743K | 1.0% | |
| DFA Real Estate Securities Portfolio Inst. Pooled Separate Account - | — | — | — | $694K | 0.9% | |
| Nuveen Lifecycle Index 2050 Fund Inst. Pooled Separate Account - | — | — | — | $666K | 0.9% | |
| American Funds 2035 Target Date R6 Pooled Separate Account - | — | — | — | $529K | 0.7% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $496K | 0.6% | |
| 2025 to May 2047. - | — | — | — | $496K | 0.6% | |
| American Funds 2030 Target Date R6 Pooled Separate Account - | — | — | — | $348K | 0.5% | |
| American Funds 2065 Target Date R6 Pooled Separate Account - | — | — | — | $337K | 0.4% | |
| AB Global Bond Fund Z Pooled Separate Account - | — | — | — | $301K | 0.4% | |
| Nuveen Lifcyc In 2055 F R6 Registered Investment Company | — | — | — | $288K | 0.4% | |
| American Funds 2020 Target Date R6 Pooled Separate Account - | — | — | — | $155K | 0.2% | |
| Vanguard Intermediate Term Bond Ind Fund Adm Pooled Separate Account - | — | — | — | $146K | 0.2% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $146K | 0.2% | |
| Voya Retirement Insurance and Annuity Company (cont'd) Separate Account D (cont'd) * Nuveen Lifecycle Index 2035 Fund Inst. Pooled Separate Account - 254 * Nuveen Lifecycle Index 2040 Fund Inst. Pooled Separate Account - | — | — | — | $136K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund Inst. Pooled Separate Account - | — | — | — | $106K | 0.1% | |
| American Funds 2025 Target Date R6 Pooled Separate Account - | — | — | — | $84K | 0.1% | |
| Voya Gov Money Market Pooled Separate Account - | — | — | — | $79K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $79K | 0.1% | |
| Nuveen Lifcyc In 2065 F R6 Registered Investment Company | — | — | — | $71K | <0.1% | |
| Nuveen Lifecycle Index 2045 Fund Inst. Pooled Separate Account - | — | — | — | $22K | <0.1% | |
| American Funds 2015 Target Date R6 Pooled Separate Account - | — | — | — | $17K | <0.1% | |
| American Funds 2010 Target Date R6 Pooled Separate Account - | — | — | — | $14K | <0.1% | |
| Nuveen Lifcyc In 2015 F R6 Registered Investment Company | — | — | — | $9K | <0.1% |
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