Plan Snapshot
- Plan Sponsor: Brown-Wilbert, INC.
- Sponsor EIN: 411821767
- Sponsor Address: 2280 HAMLINE AVENUE NORTH, ROSEVILLE, MN, 55113
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $4.7M
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 | 108 | $4.7M | $7,447 | $357,958 |
| 2023 | 115 | $5.0M | $6,679 | $420,254 |
| 2022 | 120 | $5.0M | $2,637 | $472,625 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $20,261 | — | $20,261 |
| KESTRA ADVISORY SERVICES LLC | SERVICE PROVIDER | — | $19,062 | $19,062 |
| TAX SHELTERED COMPENSATION | THIRD PARTY ADMINISTRATO | — | $15,407 | $15,407 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $8,416 | — | $8,416 |
| LETHERT, SKWIRA, SCHULTZ & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES LLC — SERVICE PROVIDER
- LETHERT, SKWIRA, SCHULTZ & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,146
- Estimated Expense Ratio: 1.335% 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 | $34,174 | — | — | — | — |
| 2023 | $33,936 | — | — | — | — |
| 2022 | $31,118 | — | $1,582 | — | — |