Plan Snapshot
- Plan Sponsor: Brasfield & Gorrie, L.L.C.
- Sponsor EIN: 721400223
- Sponsor Address: 3021 7TH AVENUE SOUTH, BIRMINGHAM, AL, 35233
- Plan Type: 401(k)
- Total Participants: 4,289
- Total Assets: $492.9M
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 | 4,289 | $492.9M | $18.7M | $32.2M |
| 2023 | 3,656 | $420.4M | $13.8M | $28.7M |
| 2022 | 3,471 | $341.0M | $12.4M | $25.5M |
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 |
|---|---|---|---|---|
| COKER AND COMPANY LLC | Auditor | — | — | $0 |
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 | $187,791 | — | $300 | — | — |
| 2023 | $85,416 | — | $1,800 | — | — |
| 2022 | $42,206 | — | — | — | — |