Plan Snapshot
- Plan Sponsor: Broder Bros., Co.
- Sponsor EIN: 381911112
- Sponsor Address: 6 NESHAMINY INTERPLEX DR, TREVOSE, PA, 19053
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2,594 | $80.1M | $2.4M | $6.7M |
| 2023 | 2,424 | $69.8M | $2.6M | $6.2M |
| 2022 | 2,413 | $56.2M | $1.5M | $5.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $93,182 | — | $93,182 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $27,718 | — | $27,718 |
| LINCOLN FINANCIAL ADVISORS CORPORA | Investment Advisor | $21,000 | — | $21,000 |
| LPL HOLDINGS, INC. | Investment Advisor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- LINCOLN FINANCIAL ADVISORS CORPORA — Investment Advisor
- LPL HOLDINGS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,400
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 |
|---|---|---|---|---|---|
| 2025 | $64,921 | $12,784 | — | — | — |
| 2024 | $152,400 | $59,218 | — | — | — |
| 2023 | $132,372 | $24,501 | $300 | — | — |
| 2022 | $111,368 | $20,774 | — | — | — |