Plan Snapshot
- Plan Sponsor: Brown Plus
- Sponsor EIN: 251644159
- Sponsor Address: 210 GRANDVIEW AVENUE, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $29.2M | $568,714 | $1.3M |
| 2023 | 138 | $27.6M | $513,517 | $1.4M |
| 2022 | 156 | $22.8M | $502,303 | $1.3M |
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 |
|---|---|---|---|---|
| ASSETMARK RETIREMENT SERVICES | Other Service Provider | $95,331 | — | $95,331 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,331
- Estimated Expense Ratio: 0.327% 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 | $95,331 | $31,697 | — | — | — |
| 2023 | $86,912 | $39,332 | — | — | — |
| 2022 | $81,357 | — | — | — | — |