# Brevan Howard INC. 401(k) Plan
Source: https://planprovider.pro/companies/brevan-howard-inc-401k-plan

> Brevan Howard INC.'s 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brevan Howard INC.

- **Sponsor EIN:** 113733651

- **Sponsor Address:** 1345 AVENUES OF AMERICAS, NEW YORK, NY, 10105

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

- **Total Participants:** 322

- **Total Assets:** $43.5M

## 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|322|$43.5M|$5.6M|$5.8M|

| 2023|391|$30.6M|$3.9M|$4.7M|

| 2022|179|$14.6M|$1.6M|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$33,646|—|$33,646|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$27,352|—|$27,352|

| MAYFLOWER FINANCIAL ADVISORS LLC|ADVISOR|$25,860|—|$25,860|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,970|—|$11,970|

| CARON & BELTZER, PPLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON & BELTZER, PPLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,828

- **Estimated Expense Ratio:** 0.227% 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|$100,292|$65,182|—|—|—|

| 2023|$57,106|$36,115|—|—|—|

| 2022|$588,222|—|$40,672|—|—|

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