# Brooks Equipment Company, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/brooks-equipment-company-llc-401k-plan

> Brooks Equipment Company, LLC.'s 401(k) plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brooks Equipment Company, LLC.

- **Sponsor EIN:** 880161234

- **Sponsor Address:** 10926 DAVID TAYLOR DR, SUITE 300, CHARLOTTE, NC, 28262

- **Plan Type:** 401(k)

- **Total Participants:** 444

- **Total Assets:** $33.0M

## 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|444|$33.0M|$654,837|$2.4M|

| 2023|417|$28.9M|$628,911|$2.1M|

| 2022|341|$23.7M|$536,788|$1.8M|

## 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|

| LONG CPA, PLLC|Auditor|—|—|$0|

## 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|$98,281|—|$98,281|—|—|

| 2023|$84,636|—|$84,636|—|—|

| 2022|$78,865|—|$78,865|—|—|

## Similar Plans

- [Carolina Biological Supply Company](https://planprovider.pro/companies/carolina-biological-supply-company-401k-plan) — 477 participants

- [Medi Usa, LP](https://planprovider.pro/companies/medi-usa-lp-401k-plan) — 311 participants

- [Bob Barker Company, INC.](https://planprovider.pro/companies/bob-barker-company-inc-401k-plan) — 216 participants

- [Brame Specialty Company, INC.](https://planprovider.pro/companies/brame-specialty-company-inc-401k-plan) — 161 participants

- [Brookwood Farms, INC.](https://planprovider.pro/companies/brookwood-farms-inc-plan-001) — 150 participants

- [Global Textile Alliance, INC.](https://planprovider.pro/companies/global-textile-alliance-inc-401k-plan) — 98 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brooks-equipment-company-llc-401k-plan)

© 2026 PlanProvider.Pro