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

> Broadmead, INC.'s 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broadmead, INC.

- **Sponsor EIN:** 521056690

- **Sponsor Address:** 13801 YORK ROAD, COCKEYSVILLE, MD, 21030

- **Plan Type:** 401(k)

- **Total Participants:** 349

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|349|$11.5M|$328,201|$687,834|

| 2023|273|$11.2M|$336,414|$680,725|

| 2022|269|$9.5M|$296,644|$594,205|

## 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|

| FIDELITY WORKPLACE SERVICES LLC|PLAN ADMINISTRATOR|$48,918|—|$48,918|

| CAMBRIDGE INVESTMENT RESEARCH|ADVISOR|$25,445|—|$25,445|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,363

- **Estimated Expense Ratio:** 0.649% 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|$74,535|$25,616|$6,789|—|—|

| 2023|$59,527|—|$567|—|—|

| 2022|$81,733|—|$81,733|—|—|

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