# Brivo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brivo-inc-401k-plan

> Brivo, INC.'s 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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