Plan Snapshot
- Plan Sponsor: Brg Realty Group, LLC
- Sponsor EIN: 202916184
- Sponsor Address: 7265 KENWOOD RD STE 111, CINCINNATI, OH, 45236
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $6.7M
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 | 195 | $6.7M | $90,625 | $569,956 |
| 2023 | 192 | $5.7M | $85,117 | $496,799 |
| 2022 | 155 | $4.6M | $46,587 | $351,793 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER, LLP — 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 | $41,376 | $20,769 | — | — | — |
| 2023 | $34,836 | $17,265 | — | — | — |
| 2022 | $36,811 | $17,663 | $19,148 | — | — |