# Brooks Tropicals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brooks-tropicals-llc-401k-plan

> Brooks Tropicals, LLC's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brooks Tropicals, LLC

- **Sponsor EIN:** 743204606

- **Sponsor Address:** 18400 S.W. 256TH STREET, HOMESTEAD, FL, 330310160

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

- **Total Participants:** 106

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|106|$11.5M|$325,333|$423,135|

| 2023|107|$10.0M|$327,440|$420,319|

| 2022|118|$9.3M|$295,098|$382,897|

## 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|

| BROOKS TROPICALS LLC|TRUSTEE|$52,102|—|$52,102|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$46,720|—|$46,720|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$22,028|—|$22,028|

| DEFINITI LLC|CONTRACT ADMIN|$10,567|—|$10,567|

| DE LA HOZ, PEREZ & BARBEITO, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $131,417

- **Estimated Expense Ratio:** 1.145% 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|$92,460|—|$92,460|—|—|

| 2023|$75,274|$21,096|$12,736|—|—|

| 2022|$76,677|$75,122|$1,555|—|—|

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