Plan Snapshot
- Plan Sponsor: Brookhaven Science Associates, LLC
- Sponsor EIN: 113403915
- Sponsor Address: P.O. BOX 5000, BUILDING 400 B, UPTON, NY, 119735000
- Plan Type: DC
- Total Participants: 2,739
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,739 | $1.5B | $32.5M | $0 |
| 2023 | 2,624 | $1.4B | $30.2M | $0 |
| 2022 | 2,477 | $1.3B | $27.7M | $0 |
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 |
|---|---|---|---|---|
| TIAA-CREF | TRUSTEE | $113,075 | — | $113,075 |
| CAP FINANCIAL PARTNERS LLC | NONE | $36,514 | — | $36,514 |
| PRICEWATERHOUSE COOPERS LLP | NONE | $18,779 | — | $18,779 |
| SEYFARTH SHAW LLP | NONE | $16,068 | — | $16,068 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-CREF — TRUSTEE
- PRICEWATERHOUSE COOPERS LLP — NONE
- SEYFARTH SHAW LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,436
- Estimated Expense Ratio: 0.012% 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 | $182,526 | $36,514 | $111,165 | $18,779 | — |
| 2023 | $167,137 | $42,207 | $98,933 | — | — |
| 2022 | $114,850 | $11,830 | $94,914 | — | $8,106 |