Plan Snapshot
- Plan Sponsor: Bremer Whyte Brown Omeara LLP
- Sponsor EIN: 330747275
- Sponsor Address: 1160 N TOWN CENTER DR STE 250, LAS VEGAS, NV, 891440564
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $19.1M
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. |
|---|---|---|---|---|
| 2024 | 305 | $19.1M | $0 | $2.3M |
| 2023 | 286 | $15.1M | $0 | $2.0M |
| 2022 | 296 | $11.7M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| WERTZ & COMPANY, LLP | 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 | $56,707 | $42,812 | $13,035 | — | — |
| 2023 | $37,919 | $31,830 | $5,229 | — | — |
| 2022 | $68,963 | $57,686 | $11,277 | — | — |