Plan Snapshot
- Plan Sponsor: B & R Supermarket, INC.
- Sponsor EIN: 592389396
- Sponsor Address: 11 N ROYAL POINCIANA BLVD., MIAMI SPRINGS, FL, 33166
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 568 | $9.8M | $409,788 | $717,862 |
| 2023 | 506 | $8.8M | $372,633 | $704,173 |
| 2022 | 437 | $7.0M | $297,985 | $624,060 |
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 |
|---|---|---|---|---|
| GERSTLE, ROSEN & GOLDENBERG, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GERSTLE, ROSEN & GOLDENBERG, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,026 | $21,910 | $38,116 | — | — |
| 2023 | $47,565 | $18,050 | $28,469 | — | — |
| 2022 | $36,922 | $13,699 | $21,632 | — | $1,591 |