Retirement plan

BRIX INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

Name: BRIX INVESTMENTS, LLC - BRIX INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BRIX INVESTMENTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIX INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN, BRIX INVESTMENTS, LLC

BRIX INVESTMENTS, LLCEIN 46-2859127Plan #001PY 2025

1824 MERRIMAN RD - AKRON, OH 44313330-865-9510

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$506K

+34.5% from 2024

Total participants

+22.2% from 2024

Average account balance

$46,036

+34.5% from 2024

Annual return

20.81%

+6.17 pp from 2024

Benchmarks

See 6,292 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,292 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$506K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$46K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

57.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.81%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$178

$9 / participant

Other / not subdivided$178100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,036

$94,439-51.3%

$73,658-37.5%

$154,746-70.3%

Participation rate

42.1%

64.7%-22.6pp

57.0%-14.9pp

80.7%-38.6pp

Annual return

20.81%

28.25%-7.4pp

29.72%-8.9pp

172.34%-151.5pp

Employer contribution / active EE

$757

$1,257-39.8%

$1,032-26.6%

$4,379-82.7%

Participant deferral / active EE

$1,961

$2,527-22.4%

$2,062-4.9%

$6,730-70.9%

Admin fee / account holder

$16

$3,843-99.6%

$3,357-99.5%

$14,365-99.9%

BRIX INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIX INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion