# Behrens And Associates INC 401(k) Plan
Source: https://planprovider.pro/companies/behrens-and-associates-inc-401k-plan

> Behrens And Associates INC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Behrens And Associates INC

- **Sponsor EIN:** 954460624

- **Sponsor Address:** 2320 ALASKA AVE, EL SEGUNDO, CA, 902454807

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $7.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|112|$7.8M|$557,050|$490,334|

| 2023|129|$6.6M|$452,839|$421,754|

| 2022|100|$5.3M|$366,880|$358,605|

## 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|

| INTEGRITY FINANCIAL CORPORATION|ADVISOR|$32,252|—|$32,252|

| PAYCHEX, INC.|RECORDKEEPER|$5,911|—|$5,911|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [INTEGRITY FINANCIAL CORPORATION](https://planprovider.pro/provider/integrity-financial-corporation) — ADVISOR

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,163

- **Estimated Expense Ratio:** 0.488% of plan assets

### 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|$38,958|$34,959|$3,139|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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