Plan Snapshot
- Plan Sponsor: Branco Enterprises, INC.
- Sponsor EIN: 431090740
- Sponsor Address: 12033 E. HWY 86, NEOSHO, MO, 64850
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $7.2M
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. |
|---|---|---|---|---|
| 2024 | 121 | $7.2M | $495,474 | $416,039 |
| 2023 | 116 | $6.3M | $210,902 | $328,739 |
| 2022 | 108 | $5.2M | $194,382 | $306,393 |
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 |
|---|---|---|---|---|
| ADAMSBROWN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMSBROWN, LLC — 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 | $43,164 | $19,662 | $16,350 | — | — |
| 2023 | $40,843 | $21,539 | $15,727 | — | — |
| 2022 | $46,607 | $46,607 | — | — | — |