Plan Snapshot
- Plan Sponsor: Brex INC.
- Sponsor EIN: 320517957
- Sponsor Address: 548 MARKET STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $66.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 650 | $66.7M | $11,657 | $10.7M |
| 2023 | 926 | $57.2M | $0 | $14.1M |
| 2022 | 937 | $36.1M | $130,043 | $13.0M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $13,219 | — | $13,219 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,219
- Estimated Expense Ratio: 0.020% 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 | $52,316 | $5,820 | — | $13,219 | — |
| 2023 | $127,281 | $5,037 | — | $102,387 | — |
| 2022 | $40,448 | $469 | — | — | — |