# Brand Institute INC 401(k) Plan
Source: https://planprovider.pro/companies/brand-institute-inc-401k-plan

> Brand Institute INC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brand Institute INC

- **Sponsor EIN:** 582236553

- **Sponsor Address:** 200 SE 1ST ST FL 12, MIAMI, FL, 331311912

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

- **Total Participants:** 95

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|95|$16.9M|$0|$721,662|

| 2023|105|$14.4M|$47,882|$776,045|

| 2022|110|$11.6M|$142,496|$787,572|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$25,621|—|$25,621|

| MESIROW|INVESTMENT ADVISORY|$6,883|—|$6,883|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$6,540|—|$6,540|

| CBIZ CPAS, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,044

- **Estimated Expense Ratio:** 0.231% 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|$39,669|$6,883|$31,926|—|—|

| 2023|$33,960|$5,684|$27,416|—|—|

| 2022|$31,969|$5,368|$26,601|—|—|

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