Plan Snapshot
- Plan Sponsor: Bren-Tronics, INC.
- Sponsor EIN: 112291886
- Sponsor Address: 10 BRAYTON CT, COMMACK, NY, 117253104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 249 | $29.5M | $699,977 | $986,173 |
| 2023 | 248 | $28.5M | $494,043 | $955,639 |
| 2022 | 260 | $23.9M | $480,345 | $901,569 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $75,285 | — | $75,285 |
| CETERA INVESTMENT ADVISORS, LLC | Investment Advisor | — | $22,593 | $22,593 |
| HERITAGE ADMINISTRATIVE SERVICES,LL | Other Service Provider | — | $8,981 | $8,981 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,859
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 |
|---|---|---|---|---|---|
| 2025 | $2,378,067 | — | $18,248 | — | — |
| 2024 | $75,286 | — | $75,286 | — | — |
| 2023 | $69,108 | — | $69,108 | — | — |
| 2022 | $78,784 | — | $78,055 | — | — |