# Breeo,LLC 401(k) Plan
Source: https://planprovider.pro/companies/breeo-llc-471646603-501

> Breeo,LLC's 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Breeo,LLC

- **Sponsor EIN:** 471646603

- **Sponsor Address:** 5002 LINCOLN HIGHWAY, LANCASTER, PA, 17535

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

- **Plan Number:** 501

- **Total Participants:** 38

- **Total Assets:** $7,559

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|38|$7,559|$229,074|$97,695|

| 2023|58|$21,548|$191,450|$95,353|

## 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|

| BIRCH BENEFITS, LLC|Investment Advisor|$19,320|—|$19,320|

| THE BENECON GROUP|Investment Advisor|$14,426|—|$14,426|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,746

- **Estimated Expense Ratio:** 446.435% 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|$333,912|—|—|—|—|

| 2023|$325,527|—|—|—|—|

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