Plan Snapshot
- Plan Sponsor: Brp Us INC.
- Sponsor EIN: 371341308
- Sponsor Address: 10101 SCIENCE DRIVE, STURTEVANT, WI, 53177
- Plan Type: 401(k)
- Total Participants: 1,052
- Total Assets: $158.6M
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 | 1,052 | $158.6M | $5.5M | $8.2M |
| 2023 | 1,811 | $151.0M | $6.7M | $10.0M |
| 2022 | 1,947 | $122.1M | $5.6M | $8.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $206,264 | — | $206,264 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $98,855 | — | $98,855 |
| RSM US LLP | Auditor | $42,000 | — | $42,000 |
| MORNINGSTAR INC | Recordkeeper | $24,269 | — | $24,269 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- SAGEVIEW ADVISORY GROUP — Investment Advisor
- RSM US LLP — Auditor
- MORNINGSTAR INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $371,388
- Estimated Expense Ratio: 0.234% 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 | $371,139 | $139,119 | — | $42,000 | — |
| 2023 | $333,216 | $88,936 | $43,050 | — | — |
| 2022 | $301,932 | $68,066 | — | — | $34,650 |