Plan Snapshot
- Plan Sponsor: Brainlab, INC.
- Sponsor EIN: 911934839
- Sponsor Address: 5 WESTBROOK CORPORATE CENTER SUITE, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $76.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 423 | $76.4M | $1.2M | $4.0M |
| 2023 | 437 | $65.0M | $1.4M | $3.7M |
| 2022 | 382 | $50.2M | $1.2M | $3.1M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | SERVICE PROVIDER | — | $57,636 | $57,636 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $40,520 | — | $40,520 |
| SELDEN FOX | SERVICE PROVIDER | $8,585 | — | $8,585 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $5,757 | — | $5,757 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — SERVICE PROVIDER
- SELDEN FOX — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,498
- Estimated Expense Ratio: 0.147% 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 | $54,862 | $49,412 | $4,900 | — | — |
| 2023 | $43,882 | $40,232 | $3,350 | — | — |
| 2022 | $39,757 | — | — | — | — |