# Broadstone Employee Sub, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/broadstone-employee-sub-llc-401k-plan

> Broadstone Employee Sub, LLC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broadstone Employee Sub, LLC.

- **Sponsor EIN:** 843832970

- **Sponsor Address:** 207 HIGH POINT DR., VICTOR, NY, 14564

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

- **Total Participants:** 72

- **Total Assets:** $14.8M

## 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|72|$14.8M|$440,692|$1.1M|

| 2023|74|$14.1M|$432,648|$1.2M|

| 2022|73|$10.8M|$321,990|$1.1M|

## 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|

| STIFEL NICOLAUS & CO INC|ADVISOR|$31,647|—|$31,647|

| KASPERSKI DINAN & RINK CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STIFEL NICOLAUS & CO INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,647

- **Estimated Expense Ratio:** 0.213% 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|$32,460|$31,647|—|—|—|

| 2023|$29,893|$26,059|—|$11,500|—|

| 2022|$47,734|—|—|—|—|

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