Plan Snapshot
- Plan Sponsor: Brookside Equipment Sales INC
- Sponsor EIN: 741780794
- Sponsor Address: 3715 SOUTH SAM HOUSTON PARKWAY EAST, HOUSTON, TX, 77047
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 42
- Total Assets: $10.3M
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. |
|---|---|---|---|---|
| 2023 | 42 | $10.3M | $265,791 | $570,750 |
| 2022 | 128 | $13.6M | $290,639 | $609,097 |
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 |
|---|---|---|---|---|
| MELTON & MELTON L. L. P. | 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 |
|---|---|---|---|---|---|
| 2023 | $918 | $158 | $760 | — | — |
| 2022 | $182 | $32 | $150 | — | — |