Plan Snapshot
- Plan Sponsor: Briggs Medical Service Company
- Sponsor EIN: 363243123
- Sponsor Address: 7887 UNIVERSITY BLVD, CLIVE, IA, 50325
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $18.6M
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 | 458 | $18.6M | $155,897 | $471,401 |
| 2023 | 448 | $18.5M | $166,378 | $484,256 |
| 2022 | 491 | $16.7M | $143,954 | $518,930 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $38,160 | $29,931 | — | — | — |
| 2023 | $84,011 | — | — | — | — |
| 2022 | $92,508 | $77,195 | $15,313 | — | — |