Plan Snapshot
- Plan Sponsor: Brewer Attorneys & Counselors
- Sponsor EIN: 751922802
- Sponsor Address: 1717 MAIN STREET SUITE 5900, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $11.2M
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 | 61 | $11.2M | $55,346 | $602,479 |
| 2023 | 60 | $10.2M | $26,211 | $570,920 |
| 2022 | 69 | $8.2M | $57,932 | $558,021 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | OTHER SERVICES | — | $25,929 | $25,929 |
| PRINCIPAL LIFE INSURANCE COMPAY | CONTRACT ADMINISTRATOR | $19,646 | — | $19,646 |
| NOVA 401(K) ASSOCIATES | OTHER SERVICES | — | $5,403 | $5,403 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — OTHER SERVICES
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,978
- Estimated Expense Ratio: 0.456% 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 | $19,646 | — | $19,646 | — | — |
| 2023 | $17,896 | — | $16,224 | — | — |
| 2022 | $7,793 | — | $7,793 | — | — |