# Brayton Purcell, LLP 401(k) Plan
Source: https://planprovider.pro/companies/brayton-purcell-llp-401k-plan

> Brayton Purcell, LLP's 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brayton Purcell, LLP

- **Sponsor EIN:** 201361089

- **Sponsor Address:** 222 RUSH LANDING ROAD, NOVATO, CA, 94945

- **Plan Type:** 401(k)

- **Total Participants:** 138

- **Total Assets:** $43.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|138|$43.7M|$506,700|$1.2M|

| 2023|124|$39.3M|$496,437|$1.1M|

| 2022|131|$32.8M|$478,175|$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|

| CBIZ CPAS P.C.|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|$63,236|$61,636|$1,250|—|—|

| 2023|$55,943|$54,743|$1,100|—|—|

| 2022|$55,843|—|—|—|—|

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