Plan Snapshot
- Plan Sponsor: Brixey & Meyer, INC.
- Sponsor EIN: 300132514
- Sponsor Address: 2991 NEWMARK DRIVE, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $16.9M
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 | 117 | $16.9M | $550,230 | $1.1M |
| 2023 | 105 | $15.6M | $461,284 | $977,068 |
| 2022 | 92 | $11.1M | $372,265 | $826,854 |
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 |
|---|---|---|---|---|
| ECHELBARGER HIMEBAUGH TAMM & CO, PC | Auditor | — | — | $0 |
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 | $30,840 | $30,427 | $413 | — | — |
| 2023 | $25,978 | $23,652 | $2,326 | — | — |
| 2022 | $21,762 | $20,262 | — | — | $1,500 |