# Brainlab, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brainlab-inc-401k-plan

> Brainlab, INC.&#39;s 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — SERVICE PROVIDER

- [SELDEN FOX](https://planprovider.pro/provider/selden-fox-ltd) — 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|—|—|—|—|

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