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Original filing (PDF)20250930112834NAL0005464595001
THE BRIX GROUP, INC.
Form 5500
FILING_RECEIVED
THE BRIX GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
128
Accounts w/ balance
138
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Investment Co. American Funds Invmt Co Of America R4" is 29% of plan.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BRIX GROUP, INC..
Plan sponsor
Name
THE BRIX GROUP, INC.
EIN
94-2177912
Address
838 B LAVERNE AVE · FRESNO, CA · 93727
Phone
(800) 726-2333
Industry
Wholesale 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
2025-09-30
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PETRINOVICH PUGH AND CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
Investments
24 direct securities · 1 pooled fund· $7.9M(99% 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
$7.8M
24 holdings
Common Collective Trust
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Investment Co. American Funds Invmt Co Of America R4 | — | — | — | $2.3M | 28.6% | |
| American Funds Investment Co. American Funds 2030 Target Date Fund R4 | — | — | — | $1.1M | 13.9% | |
| American Funds Investment Co. American Funds 2020 Target Date Fund R4 | — | — | — | $948K | 11.9% | |
| American Funds Investment Co. American Funds 2040 Target Date Fund R4 | — | — | — | $732K | 9.2% | |
| American Funds Investment Co. American Funds 2025 Target Date Fund R4 | — | — | — | $631K | 7.9% | |
| American Funds Investment Co. American Funds 2045 Target Date Fund R4 | — | — | — | $370K | 4.7% | |
| American Funds Investment Co. American Funds 2055 Target Date Fund R4 | — | — | — | $338K | 4.3% | |
| American Funds Investment Co. American Funds 2010 Target Date Fund R4 | — | — | — | $263K | 3.3% | |
| American Funds Investment Co. American Funds 2050 Target Date Fund R4 | — | — | — | $226K | 2.8% | |
| American Funds Investment Co. American Funds 2015 Target Date Fund R4 | — | — | — | $146K | 1.8% | |
| American Funds Investment Co. American Funds 2035 Target Date Fund R4 | — | — | — | $116K | 1.5% | |
| American Funds Investment Co. American Funds Washington Mutual R4 | — | — | — | $107K | 1.3% | |
| American Funds Investment Co. American Funds Amcap R4 | — | — | — | $106K | 1.3% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $99K | 1.2% | |
| American Funds Investment Co. American Funds 2060 Target Date Fund R4 | — | — | — | $79K | 1.0% | |
| American Funds Investment Co. American Funds Bond Fund Of Amer R4 | — | — | — | $61K | 0.8% | |
| Columbia Investment Mgmt. Co. Columbia Small Cap Index A | — | — | — | $47K | 0.6% | |
| American Funds Investment Co. American Funds Inflation Linked Bd Fd R4 | — | — | — | $47K | 0.6% | |
| American Funds Investment Co. American Funds New World Fund R4 | — | — | — | $44K | 0.5% | |
| American Funds Investment Co. American Funds Europacific Gr R4 | — | — | — | $38K | 0.5% | |
| American Funds Investment Co. American Funds Interm Bd Fd Of Amer R4 | — | — | — | $37K | 0.5% | |
| Columbia Investment Mgmt. Co. Columbia Large Cap Index A | — | — | — | $25K | 0.3% | |
| BlackRock, Inc. Blackrock High Yield Inv A | — | — | — | $15K | 0.2% | |
| American Funds Investment Co. American Funds 2065 Target Date Fund R4 | — | — | — | $8K | 0.1% | |
| Invesco Ltd. Invesco Global Real Estate A | — | — | — | $3K | <0.1% |
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