Plan Snapshot
- Plan Sponsor: Braceys Supermarket, INC.
- Sponsor EIN: 231951493
- Sponsor Address: 921 DRINKER TPKE, COVINGTON TWP, PA, 18444
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $7.9M
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 | 395 | $7.9M | $174,811 | $458,584 |
| 2023 | 348 | $6.5M | $175,110 | $458,841 |
| 2022 | 318 | $6.7M | $156,945 | $370,446 |
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 |
|---|---|---|---|---|
| ROBERT ROSSI & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERT ROSSI & CO — 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 | $8,510 | $1,590 | $6,300 | — | — |
| 2023 | $13,854 | $7,474 | $5,760 | — | — |
| 2022 | $4,280 | — | — | — | $4,280 |