Plan Snapshot
- Plan Sponsor: Brkthru Digital, LLC
- Sponsor EIN: 821545438
- Sponsor Address: 600 3RD AVENUE, 2ND FLOOR, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $9.5M | $700,256 | $1.3M |
| 2023 | 151 | $6.4M | $496,314 | $907,744 |
| 2022 | 143 | $4.7M | $834,877 | $806,204 |
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 |
|---|---|---|---|---|
| BAUER AND COMPANY | 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 | $4,137 | — | $4,137 | — | — |
| 2023 | $2,938 | — | $2,938 | — | — |
| 2022 | $2,011 | — | $2,011 | — | — |