Plan Snapshot
- Plan Sponsor: Brewer Dental Center, PLLC
- Sponsor EIN: 452568145
- Sponsor Address: 2900 CENTRAL AVENUE, BLDG 2, BILLINGS, MT, 59102
- 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: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $114,903 | $159,773 |
| 2022 | 57 | $4.3M | $141,408 | $216,395 |
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 |
|---|---|---|---|---|
| STOCKMAN WEALTH MANAGEMENT DBA INVE | Investment Advisor | $19,244 | — | $19,244 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $16,719 | — | $16,719 |
| BIG SKY RETIREMENT INC | Other Service Provider | $11,220 | — | $11,220 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,183
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 |
|---|---|---|---|---|---|
| 2023 | — | — | — | — | — |
| 2022 | $43,727 | — | $43,727 | — | — |