Plan Snapshot
- Plan Sponsor: Br & Sons Co
- Sponsor EIN: 271355900
- Sponsor Address: 2247 LINDSAY WAY, GLENDORA, CA, 91740
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $722,682
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 | 175 | $722,682 | $0 | $248,871 |
| 2023 | 171 | $544,290 | $0 | $185,327 |
| 2022 | 165 | $339,450 | $0 | $305,898 |
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 |
|---|---|---|---|---|
| ECKENROD TAX & ACCOUNTING SERVICE | 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 | $2,739 | — | — | — | — |
| 2023 | $2,513 | — | — | — | — |
| 2022 | $3,581 | — | — | — | — |