Plan Snapshot
- Plan Sponsor: Brandt Construction Company
- Sponsor EIN: 363796608
- Sponsor Address: 700 4TH STREET WEST, MILAN, IL, 612642724
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 97
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 97 | $8.3M | $0 | $435,611 |
| 2023 | 102 | $7.7M | $0 | $459,666 |
| 2022 | 96 | $6.8M | $0 | $421,819 |
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 |
|---|---|---|---|---|
| QUAD CITY INVESTMENT ADVISORS | Other Service Provider | $39,692 | — | $39,692 |
| AMERICAN TRUST COMPANY | Other Service Provider | $5,221 | — | $5,221 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,913
- Estimated Expense Ratio: 0.543% 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 | $44,624 | — | — | — | — |
| 2023 | $39,221 | — | — | — | — |
| 2022 | $37,738 | — | — | — | — |