Plan Snapshot
- Plan Sponsor: Bronson & Bratton, INC.
- Sponsor EIN: 362722700
- Sponsor Address: 220 SHORE DRIVE, BURR RIDGE, IL, 60527
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $19.0M | $211,338 | $511,494 |
| 2023 | 91 | $17.5M | $116,348 | $511,830 |
| 2022 | 90 | $15.5M | $212,829 | $532,452 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $47,259 | $25,571 | $21,688 | — | — |
| 2023 | $47,221 | $28,000 | $19,221 | — | — |
| 2022 | $48,744 | — | $48,744 | — | — |