Plan Snapshot
- Plan Sponsor: Brown & Riding Insurance Services, INC.
- Sponsor EIN: 942679254
- Sponsor Address: 633 WEST 5TH STREET SUITE 2000, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $56.3M
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 | 412 | $56.3M | $1.4M | $3.7M |
| 2023 | 376 | $48.9M | $1.3M | $3.3M |
| 2022 | 351 | $40.0M | $1.0M | $2.7M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $105,754 | — | $105,754 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $78,108 | — | $78,108 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $19,022 | — | $19,022 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,884
- Estimated Expense Ratio: 0.360% 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 | $202,884 | $183,862 | — | — | — |
| 2023 | $130,445 | $98,023 | — | — | — |
| 2022 | $129,014 | $80,835 | $48,179 | — | — |