# Brewster Cheese Company 401(k) Plan
Source: https://planprovider.pro/companies/brewster-cheese-company-340947090-001

> Brewster Cheese Company's 401(k) plan: 425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brewster Cheese Company

- **Sponsor EIN:** 340947090

- **Sponsor Address:** 800 WABASH AVENUE S., BREWSTER, OH, 44613

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

- **Plan Number:** 001

- **Total Participants:** 425

- **Total Assets:** $57.0M

## 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|425|$57.0M|$2.2M|$1.8M|

| 2023|383|$55.9M|$2.1M|$1.7M|

| 2022|391|$47.0M|$1.9M|$1.5M|

## 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|

| LPL FINANCIAL LLC|Investment Advisor|$124,877|—|$124,877|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$46,630|—|$46,630|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $171,507

- **Estimated Expense Ratio:** 0.301% 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|$171,507|$124,877|—|—|—|

| 2023|$150,873|$105,757|$300|—|—|

| 2022|$148,383|—|—|—|—|

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