# Brown'S Of Bellport, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brown-s-of-bellport-inc-401k-plan

> Brown'S Of Bellport, INC.'s 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$33,440|—|$33,440|

| UBS FINANCIAL SERVICES, INC.|SERVICE PROVIDER|$16,081|—|$16,081|

| SATTY LEVINE AND CIACCO CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,521

- **Estimated Expense Ratio:** 0.692% 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|$51,320|—|$51,320|—|—|

| 2023|$39,679|—|$39,679|—|—|

| 2022|$1,320|—|$1,320|—|—|

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