Plan Snapshot
- Plan Sponsor: Brawner Builders, INC.
- Sponsor EIN: 208550301
- Sponsor Address: 11011 MCCORMICK ROAD, HUNT VALLEY, MD, 21031
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 171
- Total Assets: $6.0M
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. |
|---|---|---|---|---|
| 2025 | 171 | $6.0M | $0 | $0 |
| 2024 | 154 | $5.6M | $121,782 | $585,920 |
| 2023 | 159 | $4.7M | $116,581 | $578,857 |
| 2022 | 149 | $3.7M | $116,926 | $599,170 |
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 |
|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC | Other Service Provider | $29,342 | — | $29,342 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $21,384 | — | $21,384 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,726
- Estimated Expense Ratio: 0.845% 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 |
|---|---|---|---|---|---|
| 2025 | $981,521 | $29,342 | $21,384 | — | — |
| 2024 | $48,828 | $30,566 | $18,262 | — | — |
| 2023 | $40,771 | $23,847 | $16,924 | — | — |
| 2022 | $36,177 | $20,911 | $15,266 | — | — |