How big is BREK Manufacturing Co.'s plan?

BREK Manufacturing Co.'s plan reported $17.2M in assets and 184 participants for 2024.

Original filing (PDF)20251006113400NAL0003568657001

BREK Manufacturing Co.

Name: BREK Manufacturing Co. — BREK Manufacturing Co., Form 5500 (2024)
Creator: BREK Manufacturing Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BREK Manufacturing Co. Employee Savings Plan

401(k) retirement plan · BREK Manufacturing Co.'s BREK Manufacturing Co. Employee Savings Plan held $17.2M in plan assets for 184 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

184

Accounts w/ balance

125

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

Kimberli Megenhardt signed BREK Manufacturing Co.'s 2024 Form 5500 as plan administrator.

Kimberli Megenhardt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BREK Manufacturing Co.'s EIN is 95-2690571.

EIN 95-2690571

Plan number 002

Plan year 2024

ACK ID 20251006113400NAL0003568657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BREK Manufacturing Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BREK Manufacturing Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BREK MANUFACTURING CO..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

BREK MANUFACTURING CO.

EIN

all filings

Address

1513 WEST 132ND STREET · GARDENA, CA · 90249

Phone

(310) 329-7638

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

KBF CPAS AUDIT LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

31 direct securities· $17.2M(100% of reported assets)

Mutual Funds

$13.8M

24 holdings

Other securities

$1.7M

3 holdings

Common Collective Trusts

$1.2M

3 holdings

Bonds / Notes

$521K

1 holding

					% of plan
Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$2.6M	15.1%
Fidelity Investments Freedom 2030 K Fund	Mutual Funds	—	—	$1.7M	10.0%
Fidelity Investments Freedom 2025 K Fund	Mutual Funds	—	—	$1.6M	9.2%
Fidelity Investments Blue Chip Growth K Fund	Mutual Funds	—	—	$1.4M	8.0%
Fidelity Investments Total Bond Fund	Mutual Funds	—	—	$1.1M	6.2%
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$869K	5.0%
Fidelity Investments Low Priced Stock K Fund	Mutual Funds	—	—	$823K	4.8%
American Century Mid Cap Value Investors Class Fund	Other securities	—	—	$631K	3.7%
Fidelity Investments Balanced K Fund	Mutual Funds	—	—	$585K	3.4%
Fidelity Investments Freedom 2040 K Fund	Mutual Funds	—	—	$571K	3.3%
Fidelity Investments Stock Selector Small Cap Fund	Mutual Funds	—	—	$551K	3.2%
Neuberger Berman Mid Cap Growth Trust	Other securities	—	—	$529K	3.1%
Participants Participant loans (interest rate ranging from 4.25% to 9.50% maturing through 2029) -	Bonds / Notes	—	—	$521K	3.0%
Columbia Funds Dividend Income Fund A	Other securities	—	—	$499K	2.9%
Fidelity Investments Select Technology Portfolio Fund	Mutual Funds	—	—	$454K	2.6%
Fidelity Investments Freedom 2035 K Fund	Mutual Funds	—	—	$444K	2.6%
Fidelity Investments International Discovery K Fund	Mutual Funds	—	—	$418K	2.4%
Fidelity Investments Freedom 2045 K Fund	Mutual Funds	—	—	$325K	1.9%
Fidelity Investments Small Cap Value Fund	Mutual Funds	—	—	$279K	1.6%
Fidelity Investments Freedom 2055 K Fund	Mutual Funds	—	—	$231K	1.3%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$210K	1.2%
Fidelity Investments Freedom 2050 K Fund	Mutual Funds	—	—	$157K	0.9%
Fidelity Investments US Bond Index Fund	Common Collective Trusts	—	—	$153K	0.9%
Fidelity Investments Select Healthcare Portfolio Fund	Mutual Funds	—	—	$153K	0.9%
Fidelity Investments Freedom 2015 K Fund	Mutual Funds	—	—	$108K	0.6%
Fidelity Investments Freedom 2060 K Fund	Mutual Funds	—	—	$97K	0.6%
Fidelity Investments Freedom Income K Fund	Mutual Funds	—	—	$83K	0.5%
Fidelity Investments Freedom 2020 K Fund	Mutual Funds	—	—	$76K	0.4%
Fidelity Investments Select Financial Services Portfolio Fund	Mutual Funds	—	—	$30K	0.2%
Fidelity Investments Freedom 2065 K Fund	Mutual Funds	—	—	$19K	0.1%
Fidelity Investments Select Utilities Portfolio Fund	Mutual Funds	—	—	$17K	<0.1%