Plan Snapshot
- Plan Sponsor: B&R Industrial Automation Corporation
- Sponsor EIN: 581737831
- Sponsor Address: 1250 NORTHMEADOW PARKWAY,, ROSWELL, GA, 30076
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 121 | $15.2M | $404,791 | $1.3M |
| 2022 | 123 | $11.9M | $323,539 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $44,926 | — | $44,926 |
| RETIREMENT PLAN ADMINISTRATORS LLC | CONTRACT ADMIN | — | $12,866 | $12,866 |
| WELLS FARGO ADVISORS FIN | INVESTMENT ADVISOR | $7,908 | — | $7,908 |
| SANTI & ASSOCIATES, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,700
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,437 | — | — | — | — |
| 2023 | $610 | — | — | — | — |
| 2022 | $376 | $376 | — | — | — |