Plan Snapshot
- Plan Sponsor: Brown'S Of Bellport, INC.
- Sponsor EIN: 112047149
- Sponsor Address: 483 RT. 112, PATCHOGUE, NY, 11772
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $7.2M
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 | 71 | $7.2M | $103,854 | $254,556 |
| 2023 | 73 | $6.2M | $104,625 | $349,177 |
| 2022 | 73 | $5.7M | $97,632 | $385,157 |
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 |
|---|---|---|---|---|
| SATTY LEVINE AND CIACCO CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $51,320 | — | $51,320 | — | — |
| 2023 | $39,679 | — | $39,679 | — | — |
| 2022 | $1,320 | — | $1,320 | — | — |