Brandt Holdings Company 401(K) Plan — Form 5500 plan (Brandt Holdings Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brandt Holdings Company 401(K) Plan is a benefit plan reported by Brandt Holdings Company under EIN 45-0428402 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,096 participants and $99,399,824 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brandt Holdings Company
EIN
45-0428402
Plan number
001
Plan type
2
Location
Fargo, ND
Latest filing year
2023
Participants
2,096
End-of-year plan assets
$99,399,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,096H, C20240725094945NAL0022143152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,399,824
Total liabilities (EOY)
$713,696
Net assets (EOY)
$98,686,128
Net assets (BOY)
$81,801,822

Income & contributions

Employer contributions
$1,766,251
Participant contributions
$6,394,858
Total contributions
$10,146,509
Total income / additions
$24,946,666

Expenses & distributions

Benefits paid
$7,899,864
Administrative expenses
$161,690
Total expenses
$8,062,360
Net increase / (decrease)
$16,884,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$136,064$02023
Alerus Investment AdvisorsNONE$25,627not reported in the loaded dataset2023

Related Form 5500 pages