Plan Snapshot
- Plan Sponsor: Brooks, INC.
- Sponsor EIN: 390797227
- Sponsor Address: 1900 WEST MAIN STREET, SUN PRAIRIE, WI, 53590
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $24.7M
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 | 90 | $24.7M | $592,847 | $587,943 |
| 2023 | 124 | $23.7M | $673,787 | $675,025 |
| 2022 | 114 | $21.6M | $500,841 | $640,100 |
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 |
|---|---|---|---|---|
| BRIDGE 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 | $28,996 | $3,699 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |