Plan Snapshot
- Plan Sponsor: Brothers, INC.
- Sponsor EIN: 232169136
- Sponsor Address: 1000 SUSSEX BLVD., BROOMALL, PA, 19008
- Plan Type: 401(k)
- Total Participants: 123
- 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 | 123 | $13.9M | $332,435 | $552,232 |
| 2023 | 114 | $11.7M | $290,386 | $535,575 |
| 2022 | 117 | $9.8M | $295,114 | $515,919 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $43,425 | $24,769 | $18,656 | — | — |
| 2023 | $39,680 | $19,832 | $19,848 | — | — |
| 2022 | $42,762 | $19,413 | $23,349 | — | — |