Plan Snapshot
- Plan Sponsor: Brown Jordan INC.
- Sponsor EIN: 631127982
- Sponsor Address: 475 W. TOWN PLACE, ST. AUGUSTINE, FL, 32092
- Plan Type: 401(k)
- Total Participants: 518
- Total Assets: $39.1M
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 | 518 | $39.1M | $867,717 | $2.3M |
| 2023 | 592 | $37.8M | $939,796 | $2.5M |
| 2022 | 673 | $34.1M | $856,408 | $2.3M |
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 |
|---|---|---|---|---|
| HIGHLANDS ACCOUNTING GROUP, INC | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.028% 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 | $97,258 | $43,681 | — | $11,000 | — |
| 2023 | $94,382 | $41,800 | $11,000 | — | — |
| 2022 | $50,963 | $30,000 | — | — | $8,800 |