Plan Snapshot
- Plan Sponsor: Brownstein Group, INC.
- Sponsor EIN: 232055594
- Sponsor Address: 215 S. BROAD STREET, PHILADELPHIA, PA, 19107
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $14.4M
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 | 66 | $14.4M | $698,417 | $631,147 |
| 2023 | 106 | $12.0M | $389,124 | $651,796 |
| 2022 | 70 | $9.6M | $318,331 | $537,105 |
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 | $54,593 | — | $54,593 |
| OSAIC WEALTH, INC. | BROKER/ ADVISOR | — | $34,720 | $34,720 |
| MY BENEFITS, LLC | CONTRACT ADMINISTRATOR | $1,875 | $8,867 | $10,742 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,055
- Estimated Expense Ratio: 0.693% 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 | $87,471 | — | $87,471 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $69,217 | $69,217 | — | — | — |