Plan Snapshot
- Plan Sponsor: Brodart Co.
- Sponsor EIN: 232248758
- Sponsor Address: 500 ARCH STREET, WILLIAMSPORT, PA, 177017809
- Plan Type: DC
- Total Participants: 360
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 360 | $17.5M | $0 | $642,585 |
| 2023 | 378 | $17.8M | $0 | $676,280 |
| 2022 | 366 | $16.8M | $0 | $752,980 |
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 |
|---|---|---|---|---|
| DANNIBLE AND MCKEE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANNIBLE AND MCKEE LLP — 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 | $95,282 | $42,951 | — | — | — |
| 2023 | $94,696 | $42,277 | — | — | — |
| 2022 | $105,370 | — | — | — | — |