# Bragg Investment Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bragg-investment-company-inc-401k-plan

> Bragg Investment Company, INC.'s 401(k) plan: 828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bragg Investment Company, INC.

- **Sponsor EIN:** 953565032

- **Sponsor Address:** 6242 PARAMOUNT BLVD., LONG BEACH, CA, 90805

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

- **Total Participants:** 828

- **Total Assets:** $85.9M

## 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|828|$85.9M|$2.3M|$6.3M|

| 2023|762|$73.1M|$2.3M|$6.0M|

| 2022|760|$62.2M|$2.1M|$5.5M|

## 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|

| LPL FINANCIAL LLC|ADVISOR|—|$230,359|$230,359|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,300|—|$7,300|

| PLATFORM CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/platform-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $237,659

- **Estimated Expense Ratio:** 0.277% 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|$7,300|—|—|—|—|

| 2023|$7,219|—|—|—|—|

| 2022|$6,563|—|—|—|—|

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