Plan Snapshot
- Plan Sponsor: Brennan Equipment & Mfg., INC.
- Sponsor EIN: 362344108
- Sponsor Address: 730 CENTRAL AVENUE, UNIVERSITY PARK, IL, 604843138
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $6.3M
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. |
|---|---|---|---|---|
| 2024 | 69 | $6.3M | $286,771 | $189,510 |
| 2023 | 69 | $5.4M | $267,960 | $180,971 |
| 2022 | 76 | $4.5M | $267,262 | $175,448 |
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 |
|---|---|---|---|---|
| SMITH+HOWARD ADVISORY, LLC | 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 | $5,139 | — | $4,339 | — | — |
| 2023 | $6,903 | — | $6,903 | — | — |
| 2022 | $5,034 | — | $5,034 | — | — |