Plan Snapshot
- Plan Sponsor: Brothers Trading Co., INC.
- Sponsor EIN: 311153662
- Sponsor Address: 400 VICTORY DRIVE, SPRINGBORO, OH, 45066
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $94.1M
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 | 386 | $94.1M | $1.4M | $2.8M |
| 2023 | 405 | $86.9M | $1.5M | $2.9M |
| 2022 | 407 | $80.6M | $1.9M | $2.8M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — 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 | $41,706 | $29,726 | $11,980 | — | — |
| 2023 | $34,123 | $25,777 | $8,346 | — | — |
| 2022 | $33,526 | $25,981 | $7,545 | — | — |