Plan Snapshot
- Plan Sponsor: Brinly-Hardy Company
- Sponsor EIN: 610141665
- Sponsor Address: 3230 INDUSTRIAL PARKWAY, JEFFERSONVILLE, IN, 471310018
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $6.8M
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 | 68 | $6.8M | $76,945 | $253,761 |
| 2023 | 74 | $5.7M | $84,642 | $273,643 |
| 2022 | 74 | $4.8M | $85,764 | $327,700 |
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 |
|---|---|---|---|---|
| MATHER & CO. CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER & CO. CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,757 | $25,896 | $2,258 | — | — |
| 2023 | $42,518 | $21,303 | $3,412 | — | — |
| 2022 | $43,704 | $38,571 | $5,133 | — | — |