Plan Snapshot
- Plan Sponsor: Brinkmann Instruments, INC. Dba Metrohm Usa, INC.
- Sponsor EIN: 260130818
- Sponsor Address: 9250 CAMDEN FIELD PARKWAY, RIVERVIEW, FL, 33578
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $58.1M
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 | 386 | $58.1M | $1.5M | $3.5M |
| 2023 | 379 | $49.1M | $1.5M | $3.3M |
| 2022 | 357 | $39.3M | $1.4M | $3.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $42,308 | — | $42,308 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT ADVISOR | $30,000 | — | $30,000 |
| RETIREMENT SOLUTIONS SPECIALISTS | THIRD PARTY ADMINISTRATO | $16,224 | — | $16,224 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,890 | — | $6,890 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,422
- Estimated Expense Ratio: 0.164% 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 | $96,348 | $30,000 | — | — | — |
| 2023 | $85,313 | $18,845 | — | — | — |
| 2022 | $116,392 | $85,278 | $23,197 | — | $4,851 |