Plan Snapshot
- Plan Sponsor: Brinker Simpson & Company LLC
- Sponsor EIN: 263838358
- Sponsor Address: 1400 N PROVIDENCE ROAD, MEDIA, PA, 19063
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $7.5M
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 | 72 | $7.5M | $299,520 | $680,908 |
| 2023 | 74 | $5.9M | $248,847 | $589,821 |
| 2022 | 58 | $3.4M | $183,996 | $453,922 |