Plan Snapshot
- Plan Sponsor: Brixmor Employment Company, LLC
- Sponsor EIN: 261381083
- Sponsor Address: 450 LEXINGTON AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $109.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 455 | $109.8M | $2.3M | $4.9M |
| 2023 | 512 | $97.7M | $2.0M | $4.7M |
| 2022 | 502 | $79.3M | $1.9M | $4.4M |
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 |
|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT LLC | NONE | $11,424 | — | $11,424 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $9,222 | — | $9,222 |
| CAPITAL ADVISORS INC | NONE | $6,312 | — | $6,312 |
| ABOUND WEALTH MANAGEMNET LLC | NONE | $5,126 | — | $5,126 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- ABOUND WEALTH MANAGEMNET LLC — NONE
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,084
- Estimated Expense Ratio: 0.029% 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 | $43,525 | $41,725 | — | — | — |
| 2023 | $28,908 | $26,883 | — | — | — |
| 2022 | $18,206 | $13,929 | — | — | — |