Plan Snapshot
- Plan Sponsor: Brody Heating & Air Conditioning Contractors, INC
- Sponsor EIN: 952574246
- Sponsor Address: 8599 VENICE BLVD, LOS ANGELES, CA, 90034
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 308
- Total Assets: $3.7M
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 | 308 | $3.7M | $0 | $0 |
| 2024 | 189 | $4.1M | $23,675 | $388,717 |
| 2023 | 112 | $3.7M | $12,706 | $219,629 |
| 2022 | 49 | $3.1M | $11,717 | $212,676 |
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 |
|---|---|---|---|---|
| QUALIFIED PLAN ADVISORY, LLC | Other Service Provider | $21,518 | — | $21,518 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,518
- Estimated Expense Ratio: 0.575% 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 |
|---|---|---|---|---|---|
| 2025 | $1,561,348 | $21,518 | $2,575 | — | — |
| 2024 | $498,323 | — | — | — | — |
| 2023 | $109,601 | — | — | — | — |
| 2022 | $24,053 | — | — | — | — |