# Brown, Edwards & Company, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/brown-edwards-company-l-l-p-540504608-001

> Brown, Edwards & Company, L.L.P.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brown, Edwards & Company, L.L.P.

- **Sponsor EIN:** 540504608

- **Sponsor Address:** 105 ARBOR DRIVE, CHRISTIANSBURG, VA, 24073

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 407

- **Total Assets:** $89.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|407|$89.5M|$2.9M|$3.8M|

| 2023|408|$79.5M|$2.8M|$3.7M|

| 2022|410|$64.9M|$2.6M|$3.5M|

## 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|

| BAM ADVISOR SERVICES, LLC|Investment Advisor|$73,149|—|$73,149|

| ALERUS FINANCIAL|Recordkeeper|$46,934|—|$46,934|

| FOCUS PARTNERS|Investment Advisor|$24,785|—|$24,785|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAM ADVISOR SERVICES, LLC](https://planprovider.pro/provider/benefit-financial-services-group) — Investment Advisor

- [ALERUS FINANCIAL](https://planprovider.pro/provider/intellicents-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,868

- **Estimated Expense Ratio:** 0.162% 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|$144,867|$97,933|—|—|—|

| 2023|$128,268|$85,376|—|—|—|

| 2022|$112,278|$73,806|$38,472|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brown-edwards-company-l-l-p-540504608-001)

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