Plan Snapshot
- Plan Sponsor: Brilla College Preparatory Charter Schools
- Sponsor EIN: 813081969
- Sponsor Address: 413 E 144TH ST, BRONX, NY, 104541004
- Plan Type: 403(b)
- Total Participants: 255
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 255 | $8.3M | $659,956 | $1.4M |
| 2023 | 275 | $6.2M | $623,657 | $1.2M |
| 2022 | 242 | $4.0M | $518,214 | $890,587 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS. & ANNUITY CO. | RECORDKEEPER | $52,537 | $44 | $52,581 |
| MERIT FINANCIAL GROUP, LLC | SERVICE PROVIDER | — | $22,818 | $22,818 |
| THE BENEFIT PRACTICE | THIRD PARTY ADMIN | $3,300 | $3,479 | $6,779 |
| MENGEL METZGER BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,178
- Estimated Expense Ratio: 0.992% 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 | $55,837 | — | $55,837 | — | — |
| 2023 | $34,240 | — | $34,240 | — | — |
| 2022 | $23,878 | — | $23,878 | — | — |