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Tools and Links
Compensation & Capital is a firm of independent investment professionals focused on providing our Plan participants with objective, helpful information and research tools to progressively expand your knowledge base of personal finance topics. Participant Education sessions developed specifically for Broaster Company employees are archived here.
Additionally, we are constantly searching for and evaluating commercially-sponsored websites that present financial information resources in an insightful and objective manner, as free from promotional clutter and bias as possible. If you come across a website you think fits these criteria and would help your fellow Broaster 401(k) Plan participants, please share it with us by sending its web address to us at [email protected]. We will evaluate it and include it here if we agree.
Broaster 401(k) Profit Sharing Plan-Specific Archives:
Select Funds Quarterly Memos and Fund Stats
- June 30, 2025
- March 31, 2025
- December 31, 2024
- September 30, 2024
- June 30, 2024
- March 31, 2024
- December 31, 2023
- September 30, 2023
- June 30, 2023
- March 31, 2023
- December 31, 2022
- September 30, 2022
- June 30, 2022
- March 31, 2022
- December 31, 2021
- September 30, 2021
- June 30, 2021
- March 31, 2021
- December 31, 2020
- September 30, 2020
- June 30, 2020
- March 31, 2020
- December 31, 2019
- September 30, 2019
- June 30, 2019
- March 31, 2019
- December 31, 2018
- September 30, 2018
- June 30, 2018
- March 31, 2018
- December 31, 2017
- September 30, 2017
- June 30, 2017
- March 31, 2017
- December 31, 2016
- September 30, 2016
- June 30, 2016
- March 31, 2016
- December 31, 2015
- September 30, 2015
- June 30, 2015
- March 31, 2015
- December 31, 2014
- September 30, 2014
- June 30, 2014
- March 31, 2014
- December 31, 2013
- September 30, 2013
- June 30, 2013
- March 31, 2013
- Decemeber 31, 2012
- Septmeber 30, 2012
- June 30, 2012
- March 31, 2012
- December 31, 2011
- September 30, 2011
- June 30, 2011
- March 31, 2011
- December 31, 2010
- September 30, 2010
- June 30, 2010
- March 31, 2010
- December 31, 2009
- September 30, 2009
- June 30, 2009
- March 31, 2009
- December 31, 2008
- September 30, 2008
- June 30, 2008
- March 31, 2008
- December 31, 2007
- September 30, 2007
- June 30, 2007
- March 31, 2007
- December 31, 2006
Participant Education Sessions
- February 2008 Education Session: Plan Investing: Funds Review in Uncertain Times
- May 2007 Education Session: Personal Financial Planning - Rules of Thumb
- July 2006 Education Session: Plan Restructuring and Investing with the Select Funds
- July 2006 Education Session: Website Walk-Through
Department of Labor - Required Annual Participant Disclosures of Fees and Performance
- 2024 Plan Year: 2024 Plan Features, Investment Performance, and Fees
- 2023 Plan Year: 2023 Plan Features, Investment Performance, and Fees
- 2022 Plan Year: 2022 Plan Features, Investment Performance, and Fees
- 2021 Plan Year: 2021 Plan Features, Investment Performance, and Fees
- 2019-20 Plan Year: 2019-20 Plan Features, Investment Performance, and Fees
- 2018 Plan Year: 2018 Plan Features, Investment Performance, and Fees
- 2017 Plan Year: 2017 Plan Features, Investment Performance, and Fees
- 2016 Plan Year: 2016 Plan Features, Investment Performance, and Fees
- 2015 Plan Year: 2015 Plan Features, Investment Performance, and Fees
- 2014 Plan Year: 2014 Plan Features, Investment Performance, and Fees
- 2013 Plan Year: 2013 Plan Features, Investment Performance, and Fees
- 2012 Plan Year: 2012 Plan Features, Investment Performance, and Fees
Internal Revenue Service - Safe Harbor Contributions - Annually Required Notices
- 2025 Plan Year: 2025 Safe Harbor Notice for Plan Contributions
- 2024 Plan Year: 2024 Safe Harbor Notice for Plan Contributions
- 2023 Plan Year: 2023 Safe Harbor Notice for Plan Contributions
- 2022 Plan Year: 2022 Safe Harbor Notice for Plan Contributions
- 2021 Plan Year: 2021 Safe Harbor Notice for Plan Contributions
- 2020 Plan Year: 2020 Safe Harbor Notice for Plan Contributions
- 2019 Plan Year: 2019 Safe Harbor Notice for Plan Contributions
- 2018 Plan Year: 2018 Safe Harbor Notice for Plan Contributions
- 2017 Plan Year: 2017 Safe Harbor Notice for Plan Contributions
Department of Labor - Pension Protection Act of 2006 Required Reporting
- 2025 Plan Year: 2025 Participant Benefit Statement
- 2024 Plan Year: 2024 Participant Benefit Statement
- 2023 Plan Year: 2023 Participant Benefit Statement
- 2022 Plan Year: 2022 Participant Benefit Statement
- 2021 Plan Year: 2021 Participant Benefit Statement
- 2020 Plan Year: 2020 Participant Benefit Statement
- 2019 Plan Year: 2019 Participant Benefit Statement
- 2018 Plan Year: 2018 Participant Benefit Statement
- 2017 Plan Year: 2017 Participant Benefit Statement
- 2016 Plan Year: 2016 Participant Benefit Statement
- 2015 Plan Year: 2015 Participant Benefit Statement
ERISA Summary Annual Reports
- 2023 Plan Year: 2023 Regulatory Compliance Report
- 2022 Plan Year: 2022 Regulatory Compliance Report
- 2021 Plan Year: 2021 Regulatory Compliance Report
- 2020 Plan Year: 2020 Regulatory Compliance Report
- 2019 Plan Year: 2019 Regulatory Compliance Report
- 2018 Plan Year: 2018 Regulatory Compliance Report
- 2017 Plan Year: 2017 Regulatory Compliance Report
- 2016 Plan Year: 2016 Regulatory Compliance Report
- 2015 Plan Year: 2015 Regulatory Compliance Report
- 2014 Plan Year: 2014 Regulatory Compliance Report
- 2013 Plan Year: 2013 Regulatory Compliance Report
- 2012 Plan Year: 2012 Regulatory Compliance Report
- 2011 Plan Year: 2011 Regulatory Compliance Report
- 2010 Plan Year: 2010 Regulatory Compliance Report
- 2009 Plan Year: 2009 Regulatory Compliance Report
- 2008 Plan Year: 2008 Regulatory Compliance Report
- 2007 Plan Year: 2007 Regulatory Compliance Report
Sponsored Links:
- Vanguard Financial Planning Tools: An excellent assortment of Planning Tools and insights focused on retirement, college savings and investment planning issues.
- Vanguard Target Retirement Funds: Vanguard's proprietary description of one of its families of "All-in-One" funds. These Target Retirement Funds are a set of individual funds that are broadly diversifed within themselves and that gradually become more conservative as your year of retirement approaches, reducing risk automatically. Though these funds are not readily available within the Plan's investing venues, this web page helps you understand the import of properly employing the criterion of "time horizon" in determining an appropriate strategic asset allocation across money markets, bonds and stocks.
- Online Calculators: General information site sponsored by AARP features an abundance of online calculators for Retirement, Lifestyle, Saving and Spending, Insurance, Real Estate, and College. This direct link focuses on 401(k) account projections.
- Money Magazine - Personal Finance 101: A Step-by-step guide to gaining control of your financial life with comprehensive and useful details on all aspects of personal finance.
- National Association of Securities Dealers: Trade association's investor information site providing a variety of interactive tools that can help you investigate all sorts of investing issues from reviewing the legitimacy of specific investments, to analyzing the expense structures of specific mutual funds, to using relatively sophisticated financial calculators, plus many other objectively presented topics.
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