# Brookfield Asset Management LLC DC Plan
Source: https://planprovider.pro/companies/brookfield-asset-management-llc-plan

> Brookfield Asset Management LLC's DC plan: 4,793 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brookfield Asset Management LLC

- **Sponsor EIN:** 204473811

- **Sponsor Address:** 127 PUBLIC SQUARE, CLEVELAND, OH, 44114

- **Plan Type:** DC

- **Total Participants:** 4,793

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|4,793|$1.2B|$36.0M|$57.7M|

| 2023|5,143|$1.1B|$38.4M|$61.7M|

| 2022|5,827|$987.8M|$34.6M|$56.7M|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AME|NONE|$460,676|—|$460,676|

| MG TRUST COMPANY|NONE|$206,405|—|$206,405|

| NEPC LLC|NONE|$100,000|—|$100,000|

| BAKER TILLY US, LLP|Auditor|$94,479|—|$94,479|

| EMPOWER ADVISORY GROUP, LLC|NONE|$93,855|—|$93,855|

| BAKER TILLY US LLP|NONE|$68,250|—|$68,250|

| WINSTON & STRAWN LLP|NONE|$26,229|—|$26,229|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

- [WINSTON & STRAWN LLP](https://planprovider.pro/provider/winston-and-strawn-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,049,894

- **Estimated Expense Ratio:** 0.086% 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|$955,665|$306,655|—|$94,479|—|

| 2023|$1,027,040|$523,621|—|$40,856|—|

| 2022|$929,609|$2,216|—|—|$3,400|

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