# Brex INC. 401(k) Plan
Source: https://planprovider.pro/companies/brex-inc-401k-plan-001-7957

> Brex INC.'s 401(k) plan: 650 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|—|

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