Plan Snapshot
- Plan Sponsor: Berkowitz Pollack Brant Advisors & Cpas, LLP
- Sponsor EIN: 592742314
- Sponsor Address: 200 S. BISCAYNE BLVD, 7TH FLOOR, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $56.9M
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 | 381 | $56.9M | $1.3M | $4.3M |
| 2023 | 353 | $45.3M | $1.1M | $3.6M |
| 2022 | 332 | $34.1M | $915,650 | $3.1M |
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 |
|---|---|---|---|---|
| WEGNER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS — 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 | $70,977 | $11,999 | — | — | — |
| 2023 | $54,777 | $9,158 | $300 | — | — |
| 2022 | $49,902 | $7,065 | — | — | — |