# Brown Distributing Company, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/brown-distributing-company-ltd-401k-plan

> Brown Distributing Company, Ltd's 401(k) plan: 448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp) — NONE

- [PEGGY S EDGE](https://planprovider.pro/provider/peggy-s-edge-cpa-llc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brown-distributing-company-ltd-401k-plan)

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