Plan Snapshot
- Plan Sponsor: Brakebush Brothers, INC.
- Sponsor EIN: 391625450
- Sponsor Address: N4993 6TH DRIVE, WESTFIELD, WI, 539649511
- Plan Type: 401(k)
- Total Participants: 2,081
- Total Assets: $117.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 2,081 | $117.7M | $3.9M | $8.1M |
| 2022 | 2,198 | $96.5M | $3.7M | $7.6M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | Other Service Provider | $392,544 | — | $392,544 |
| FRANCIS INVESTMENT COUNSEL LLC | Other Service Provider | $145,496 | — | $145,496 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $538,040
- Estimated Expense Ratio: 0.457% 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 |
|---|---|---|---|---|---|
| 2023 | $269,020 | $72,748 | — | — | — |
| 2022 | $294,168 | $70,252 | — | — | $223,916 |