# Brookwood Financial Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brookwood-financial-partners-llc-401k-plan

> Brookwood Financial Partners, LLC's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brookwood Financial Partners, LLC

- **Sponsor EIN:** 043190521

- **Sponsor Address:** 138 CONANT STREET, BEVERLY, MA, 01915

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

- **Total Participants:** 86

- **Total Assets:** $13.9M

## 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|86|$13.9M|$157,219|$688,532|

| 2023|99|$12.4M|$154,393|$663,038|

| 2022|101|$10.0M|$167,580|$687,373|

## 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|

| GRAY, GRAY & GRAY|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|$11,062|$3,864|—|—|—|

| 2023|$4,898|$3,523|—|—|—|

| 2022|$20,919|$3,289|$17,630|—|—|

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