Plan Snapshot
- Plan Sponsor: Brewdog Brewing Company LLC
- Sponsor EIN: 611817540
- Sponsor Address: 96 GENDER ROAD, CANAL WINCHESTER, OH, 43110
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $1.7M
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 | 409 | $1.7M | $200,313 | $247,180 |
| 2023 | 421 | $1.7M | $195,646 | $321,214 |
| 2022 | 522 | $1.1M | $183,470 | $310,384 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $22,313 | — | $22,313 |
| CADARET, GRANT & CO.M INC. | Investment Advisor | $6,793 | — | $6,793 |
| OPOC.US | Recordkeeper | $6,627 | — | $6,627 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,733
- Estimated Expense Ratio: 2.058% 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 | $35,458 | — | $35,458 | — | — |
| 2023 | $17,639 | — | $17,639 | — | — |
| 2022 | $2,750 | — | $2,750 | — | — |