Plan Snapshot
- Plan Sponsor: Braintree Group, LLC
- Sponsor EIN: 842613166
- Sponsor Address: 918 W. IDAHO ST., BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $4.9M
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 | 569 | $4.9M | $300,178 | $513,742 |
| 2023 | 369 | $3.9M | $293,842 | $522,488 |
| 2022 | 389 | $3.4M | $242,431 | $407,167 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $48,283 | $20,721 | $4,980 | — | — |
| 2023 | $44,975 | $20,050 | $3,062 | — | — |
| 2022 | $46,962 | $42,937 | $4,025 | — | — |