Plan Snapshot
- Plan Sponsor: Brentwood Services, INC.
- Sponsor EIN: 621427611
- Sponsor Address: 214 CENTERVIEW DR., SUITE 350, BRENTWOOD, TN, 370271010
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 185 | $20.1M | $42,663 | $637,994 |
| 2022 | 157 | $13.4M | $85,263 | $730,764 |
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 |
|---|---|---|---|---|
| BLANKENSHIP CPA GROUP | Auditor | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
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 | $102,056 | — | $82,056 | $20,000 | — |
| 2023 | $79,386 | — | $79,386 | — | — |
| 2022 | $57,439 | — | $57,439 | — | — |