Plan Snapshot
- Plan Sponsor: Brillio, LLC
- Sponsor EIN: 201821766
- Sponsor Address: 399 THORNALL STREET, EDISON, NJ, 08837
- Plan Type: 401(k)
- Total Participants: 653
- Total Assets: $32.8M
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 | 653 | $32.8M | $1.5M | $5.4M |
| 2023 | 649 | $25.0M | $1.6M | $5.4M |
| 2022 | 750 | $15.6M | $1.2M | $4.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,654 | — | $32,654 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,831 | — | $12,831 |
| YUSUFALI & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- YUSUFALI & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,485
- Estimated Expense Ratio: 0.139% 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 | $45,485 | $12,831 | — | — | — |
| 2023 | $11,075 | $5,964 | — | — | — |
| 2022 | $3,752 | $1,808 | — | — | — |