# Broe Management Company, LLC D/B/A/ The Broe Group 401(k) Plan
Source: https://planprovider.pro/companies/broe-management-company-llc-d-b-a-the-broe-group-401k-plan

> Broe Management Company, LLC D/B/A/ The Broe Group's 401(k) plan: 581 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Broe Management Company, LLC D/B/A/ The Broe Group

- **Sponsor EIN:** 841568327

- **Sponsor Address:** 252 CLAYTON STREET 4TH FLOOR, DENVER, CO, 80206

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

- **Total Participants:** 581

- **Total Assets:** $50.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|581|$50.3M|$1.5M|$3.9M|

| 2023|551|$42.7M|$1.2M|$3.5M|

| 2022|535|$35.8M|$1.2M|$3.5M|

## 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|

| BROCK AND COMPANY CPAS PC|Auditor|$25,050|—|$25,050|

### Verified Provider Profiles

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

- [BROCK AND COMPANY CPAS PC](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,050

- **Estimated Expense Ratio:** 0.050% 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|$120,146|—|—|$25,050|—|

| 2023|$114,096|$39,946|—|$7,950|—|

| 2022|$104,927|—|—|—|—|

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