# Branch Messenger, INC. 401(k) Plan
Source: https://planprovider.pro/companies/branch-messenger-inc-472085849-001

> Branch Messenger, INC.'s 401(k) plan: 277 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Branch Messenger, INC.

- **Sponsor EIN:** 472085849

- **Sponsor Address:** 2261 MARKET STREET, SAN FRANCISCO, CA, 41149

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

- **Plan Number:** 001

- **Total Participants:** 277

- **Total Assets:** $9.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|277|$9.5M|$0|$0|

| 2024|217|$6.1M|$0|$1.2M|

| 2023|177|$3.5M|$0|$997,420|

| 2022|148|$1.9M|$0|$731,268|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$18,773|—|$18,773|

| TRANSAMERICA RETIREMENT SOLUTIONS,|Recordkeeper|$15,646|—|$15,646|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,419

- **Estimated Expense Ratio:** 0.361% 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|

| 2025|$856,750|—|$53,976|—|—|

| 2024|$341,618|—|—|—|—|

| 2023|$245,188|—|—|—|—|

| 2022|$119,581|—|—|—|—|

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