Plan Snapshot
- Plan Sponsor: Brown Distributing Company, Ltd
- Sponsor EIN: 742983920
- Sponsor Address: 8711 JOHNNY MORRIS ROAD, AUSTIN, TX, 787242006
- Plan Type: 401(k)
- Total Participants: 448
- Total Assets: $38.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 448 | $38.6M | $500,160 | $1.3M |
| 2023 | 448 | $36.5M | $496,597 | $1.3M |
| 2022 | 414 | $33.6M | $505,025 | $1.3M |
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 |
|---|---|---|---|---|
| DEFINITI, LLC | NONE | $33,469 | — | $33,469 |
| CREATIVE PLANNING HOLDCO LLC | NONE | $26,000 | — | $26,000 |
| MAXWELL, LOCKE & RITTER, LLP | NONE | $26,000 | — | $26,000 |
| PEGGY S EDGE | NONE | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAXWELL, LOCKE & RITTER, LLP — NONE
- PEGGY S EDGE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,969
- Estimated Expense Ratio: 0.243% 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 | $93,969 | $52,000 | — | $8,500 | — |
| 2023 | $84,813 | $52,000 | — | $2,500 | — |
| 2022 | $91,682 | $52,750 | $23,147 | — | $7,785 |