Plan Snapshot
- Plan Sponsor: Brother International Corporation
- Sponsor EIN: 223142007
- Sponsor Address: 200 CROSSING BOULEVARD, BRIDGEWATER, NJ, 08807
- Plan Type: 401(k)
- Total Participants: 867
- Total Assets: $265.6M
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 | 867 | $265.6M | $4.6M | $8.3M |
| 2023 | 872 | $246.5M | $4.6M | $8.3M |
| 2022 | 818 | $228.2M | $3.7M | $8.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $107,967 | — | $107,967 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | NONE | $52,065 | — | $52,065 |
| EISNER ADVISORY GROUP LLC | AUDITOR | $51,450 | — | $51,450 |
| EISNERAMPER, LLP | Auditor | $51,450 | — | $51,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,932
- Estimated Expense Ratio: 0.099% 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 | $211,482 | $52,065 | — | $51,450 | — |
| 2023 | $188,234 | $35,300 | — | $48,300 | — |
| 2022 | $219,732 | $1,800 | $137,782 | — | $80,150 |