Plan Snapshot
- Plan Sponsor: Brown Distributing Company, LLC
- Sponsor EIN: 540568406
- Sponsor Address: 7986 VILLA PARK DR., RICHMOND, VA, 23228
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $11.9M
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 | 174 | $11.9M | $213,347 | $555,180 |
| 2023 | 197 | $11.3M | $171,753 | $572,388 |
| 2022 | 223 | $10.1M | $215,819 | $569,183 |
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 |
|---|---|---|---|---|
| PARKS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARKS & COMPANY, 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 | $70,377 | $162 | — | — | — |
| 2023 | $81,081 | — | $81,081 | — | — |
| 2022 | $74,835 | $29,554 | $45,281 | — | — |