# Brescome Barton, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brescome-barton-inc-401k-plan

> Brescome Barton, INC.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brescome Barton, INC.

- **Sponsor EIN:** 060676916

- **Sponsor Address:** 69 DEFCO PARK ROAD, NORTH HAVEN, CT, 06473

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

- **Total Participants:** 117

- **Total Assets:** $24.0M

## 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|117|$24.0M|$455,023|$784,973|

| 2023|122|$21.4M|$428,101|$758,046|

| 2022|116|$17.6M|$440,922|$751,039|

## 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|CONTRACT ADMINISTRATOR|$38,299|—|$38,299|

| HELD KRANZLER MCCOSKER & PULICE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HELD KRANZLER MCCOSKER & PULICE LLP](https://planprovider.pro/provider/held-kranzler-mccosker-and-pulice-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,299

- **Estimated Expense Ratio:** 0.159% 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|$38,560|—|$38,560|—|—|

| 2023|$44,840|—|$44,840|—|—|

| 2022|$43,751|—|$43,751|—|—|

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