Plan Snapshot
- Plan Sponsor: Brookville Equipment Corporation
- Sponsor EIN: 251259897
- Sponsor Address: 175 EVANS ST, BROOKVILLE, PA, 15825
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $17.3M
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. |
|---|---|---|---|---|
| 2024 | 197 | $17.3M | $249,465 | $997,641 |
| 2023 | 237 | $15.6M | $230,922 | $969,172 |
| 2022 | 203 | $12.8M | $199,320 | $819,844 |
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 |
|---|---|---|---|---|
| HILL BARTH AND KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL BARTH AND KING LLC — Auditor
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 | $65,649 | $36,940 | — | — | — |
| 2023 | $43,445 | $29,173 | — | — | — |
| 2022 | $37,075 | $11,101 | $9,626 | — | $16,348 |