Plan Snapshot
- Plan Sponsor: Breeden Mechanical, INC.
- Sponsor EIN: 521089530
- Sponsor Address: 8101 FLANNERY COURT, MANASSAS, VA, 20109
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 212 | $10.8M | $416,287 | $649,407 |
| 2023 | 222 | $10.1M | $345,545 | $600,653 |
| 2022 | 234 | $8.0M | $311,561 | $570,163 |
| 2021 | 251 | $10.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| YOUNT, HYDE & BARBOUR, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, P.C. — 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 | $57,243 | $35,734 | — | — | — |
| 2023 | $45,488 | $28,775 | — | — | — |
| 2022 | $47,027 | — | $47,027 | — | — |
| 2021 | $22,129 | — | $22,129 | — | — |