# Brinkmann Instruments, INC. Dba Metrohm Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brinkmann-instruments-inc-dba-metrohm-usa-inc-401k-plan

> Brinkmann Instruments, INC. Dba Metrohm Usa, INC.'s 401(k) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — 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|

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