Plan Snapshot
- Plan Sponsor: Brivo, INC.
- Sponsor EIN: 473648763
- Sponsor Address: 7700 OLD GEORGETOWN ROAD, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $20.0M
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 | 377 | $20.0M | $1.1M | $3.1M |
| 2023 | 405 | $14.4M | $834,807 | $2.3M |
| 2022 | 299 | $9.7M | $728,238 | $1.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $12,616 | — | $12,616 |
| UNIGLOBAL PENSION PLANNING, INC. | OTHER SERVICES | — | $7,964 | $7,964 |
| MORNINGSTAR INVESTMENT MANAGEMENT | SERVICE PROVIDER | $5,146 | — | $5,146 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,726
- Estimated Expense Ratio: 0.129% 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 | $28,568 | — | $28,568 | — | — |
| 2023 | $19,606 | — | $19,606 | — | — |
| 2022 | $13,281 | — | $13,281 | — | — |