# Brownstein Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brownstein-group-inc-401k-plan

> Brownstein Group, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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