Plan Snapshot
- Plan Sponsor: Brady, Ware & Schoenfeld, INC.
- Sponsor EIN: 351476702
- Sponsor Address: 3601 RIGBY RD., DAYTON, OH, 45342
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $24.7M
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 | 155 | $24.7M | $576,514 | $1.3M |
| 2023 | 156 | $24.5M | $849,299 | $1.2M |
| 2022 | 143 | $26.8M | $883,685 | $1.1M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $55,413 | $36,803 | $298 | — | — |
| 2023 | $57,268 | $37,889 | $1,016 | — | — |
| 2022 | $55,937 | $39,408 | — | — | $15,599 |