# Brown-Wilbert, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brown-wilbert-inc-401k-plan

> Brown-Wilbert, INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — SERVICE PROVIDER

- [LETHERT, SKWIRA, SCHULTZ & CO. LLP](https://planprovider.pro/provider/lethert-skwira-schultz-and-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|—|—|

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