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: 2,351
- Total Assets: $949.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,351 | $949.0M | $0 | $30.3M |
| 2023 | 2,227 | $843.3M | $0 | $28.9M |
| 2022 | 2,132 | $724.4M | $0 | $26.6M |
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 | $133,489 | — | $133,489 |
| SEYFARTH SHAW LLP | NONE | $39,342 | — | $39,342 |
| CAP FINANCIAL PARTNERS, LLC | NONE | $36,514 | — | $36,514 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $18,354 | — | $18,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-CREF — TRUSTEE
- SEYFARTH SHAW LLP — NONE
- PRICEWATERHOUSECOOPERS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $227,699
- Estimated Expense Ratio: 0.024% 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 | $226,526 | $36,514 | $132,316 | $18,354 | — |
| 2023 | $180,956 | $42,207 | $110,069 | — | — |
| 2022 | $148,859 | $25,488 | $103,792 | — | $19,579 |