# Brg Realty Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brg-realty-group-llc-401k-plan

> Brg Realty Group, LLC's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/katz-sapper-and-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|—|—|

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