Plan Snapshot
- Plan Sponsor: Broad River Retail, LLC
- Sponsor EIN: 043712520
- Sponsor Address: 2901 LAKEMONT BLVD., FORT MILL, SC, 29708
- Plan Type: 401(k)
- Total Participants: 824
- Total Assets: $6.6M
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 | 824 | $6.6M | $483,550 | $1.2M |
| 2023 | 641 | $5.1M | $415,003 | $980,457 |
| 2022 | 655 | $3.3M | $366,263 | $854,514 |
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 |
|---|---|---|---|---|
| AC CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC CPA, PLLC — Auditor
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 | $72,766 | $3,805 | — | — | — |
| 2023 | $46,440 | $2,293 | — | — | — |
| 2022 | $30,927 | $1,080 | — | — | — |