# Breazeale, Sachse & Wilson 401(k) Plan
Source: https://planprovider.pro/companies/breazeale-sachse-wilson-401k-plan

> Breazeale, Sachse & Wilson's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Breazeale, Sachse & Wilson

- **Sponsor EIN:** 720442889

- **Sponsor Address:** P.O. BOX 3197, BATON ROUGE, LA, 70825

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

- **Total Participants:** 133

- **Total Assets:** $81.7M

## 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|133|$81.7M|$1.8M|$1.3M|

| 2023|122|$80.5M|$1.7M|$1.4M|

| 2022|122|$68.4M|$1.7M|$1.3M|

## 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|

| EISNERAMPER LLP|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.016% 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|-$32,501|$2,923|—|$13,000|—|

| 2023|$1,648|$3,460|—|—|—|

| 2022|-$9,555|$2,419|—|—|—|

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