# Brillio, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brillio-llc-401k-plan

> Brillio, LLC's 401(k) plan: 653 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [YUSUFALI & ASSOCIATES, LLC](https://planprovider.pro/provider/yusufali-and-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|—|—|—|

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