Plan Snapshot
- Plan Sponsor: Brg Management, INC.
- Sponsor EIN: 262458511
- Sponsor Address: 6001 W. PARMER LANE, STE 370 #52, AUSTIN, TX, 78727
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.3M
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 | 20 | $3.3M | $36,331 | $197,151 |
| 2023 | 31 | $5.0M | $141,264 | $443,808 |
| 2022 | 47 | $4.5M | $134,742 | $462,588 |
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 |
|---|---|---|---|---|
| BAS PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,516 | $12,110 | — | — | — |
| 2023 | $20,888 | $11,126 | — | — | — |
| 2022 | $20,481 | — | — | — | — |