# Brown Plus 401(k) Plan
Source: https://planprovider.pro/companies/brown-schultz-sheridan-fritz-401k-plan

> Brown Plus's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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