# Brandt Information Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brandt-information-services-llc-401k-plan

> Brandt Information Services, LLC's 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$40,967|—|$40,967|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$40,575|—|$40,575|

| RETIREMENT SOLUTIONS SPECIALISTS|CONTRACT ADMIN|$8,564|$8,591|$17,155|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,983|—|$6,983|

| 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.](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,680

- **Estimated Expense Ratio:** 1.177% 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|$98,223|$47,950|$8,564|—|—|

| 2023|$75,048|—|$75,048|—|—|

| 2022|$52,369|$22,081|$27,165|—|$2,918|

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