Plan Snapshot
- Plan Sponsor: Brookfield Fabricating Corporation
- Sponsor EIN: 431350808
- Sponsor Address: 111 STANBURY INDUSTRIAL DRIVE, BROOKFIELD, MO, 64628
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $9.7M
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. |
|---|---|---|---|---|
| 2024 | 132 | $9.7M | $589,242 | $450,887 |
| 2023 | 136 | $8.2M | $52,010 | $338,791 |
| 2022 | 125 | $8.0M | $0 | $56,478 |
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 COMPANY O | Recordkeeper | $23,921 | — | $23,921 |
| WELLS FARGO ADVISORS LLC | Investment Advisor | $18,554 | — | $18,554 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,218 | — | $6,218 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,693
- Estimated Expense Ratio: 0.500% 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 | $48,693 | $24,772 | — | — | — |
| 2023 | $36,506 | $16,253 | — | — | — |
| 2022 | $1,929 | — | $1,929 | — | — |