# Bernard Egan & Company 401(k) Plan
Source: https://planprovider.pro/companies/bernard-egan-company-401k-plan

> Bernard Egan & Company's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bernard Egan & Company

- **Sponsor EIN:** 221730979

- **Sponsor Address:** 1900 OLD DIXIE HWY, FORT PIERCE, FL, 349461423

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

- **Total Participants:** 188

- **Total Assets:** $23.8M

## 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|188|$23.8M|$310,718|$596,931|

| 2023|187|$22.2M|$301,343|$562,284|

| 2022|187|$19.7M|$0|$593,257|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$80,116|$567|$80,683|

| NFP RETIREMENT|INVESTMENT ADVISORY|—|$22,185|$22,185|

| BERMAN HOPKINS CPAS & ASSOCIATES, L|ACCOUNTANT|—|$16,000|$16,000|

| WITHUMSMITHBROWN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [BERMAN HOPKINS CPAS & ASSOCIATES, L](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — ACCOUNTANT

- [WITHUMSMITHBROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,868

- **Estimated Expense Ratio:** 0.500% 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|$80,116|—|$80,116|—|—|

| 2023|$51,959|—|$51,959|—|—|

| 2022|$4,777|—|$4,777|—|—|

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