Plan Snapshot
- Plan Sponsor: Brandywine Realty Trust
- Sponsor EIN: 232413352
- Sponsor Address: 2929 ARCH STREET, PHILADELPHIA, PA, 19104
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $71.1M
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 | 281 | $71.1M | $751,434 | $2.6M |
| 2023 | 321 | $66.9M | $822,805 | $2.7M |
| 2022 | 322 | $59.8M | $489,625 | $2.6M |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, 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 | $59,156 | $5,193 | — | — | — |
| 2023 | $60,469 | $3,363 | $2,950 | — | — |
| 2022 | $68,637 | — | — | — | — |