Plan Snapshot
- Plan Sponsor: Banco Do Brasil
- Sponsor EIN: 986005095
- Sponsor Address: 8325 SOUTH PARK CIRCLE, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $33.6M
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 | 423 | $33.6M | $1.0M | $1.9M |
| 2023 | 399 | $31.0M | $876,234 | $1.6M |
| 2022 | 369 | $28.6M | $721,393 | $1.5M |
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 |
|---|---|---|---|---|
| MOSS, KRUSICK & ASSOCIATES, LLC | Auditor | — | — | $0 |
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 | $56,692 | — | $56,692 | — | — |
| 2023 | $64,381 | — | $64,381 | — | — |
| 2022 | $61,936 | — | $61,936 | — | — |