# Brady, Ware & Schoenfeld, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brady-ware-schoenfeld-inc-401k-plan

> Brady, Ware & Schoenfeld, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brady-ware-schoenfeld-inc-401k-plan)

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