Plan Snapshot
- Plan Sponsor: Brandt Information Services, LLC
- Sponsor EIN: 592800373
- Sponsor Address: 501 NORTH DUVAL STREET, TALLAHASSEE, FL, 32301
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $9.0M
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 | 306 | $9.0M | $134,950 | $1.5M |
| 2023 | 277 | $7.9M | $132,560 | $1.3M |
| 2022 | 302 | $5.1M | $87,423 | $1.0M |
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 |
|---|---|---|---|---|
| THOMAS HOWELL FERGUSON P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMAS HOWELL FERGUSON P.A. — 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 | $98,223 | $47,950 | $8,564 | — | — |
| 2023 | $75,048 | — | $75,048 | — | — |
| 2022 | $52,369 | $22,081 | $27,165 | — | $2,918 |