Plan Snapshot
- Plan Sponsor: Brt Extrusions, INC.
- Sponsor EIN: 200953429
- Sponsor Address: 1818 N MAIN ST, NILES, OH, 44446
- Plan Type: 401(k)
- Total Participants: 382
- Total Assets: $5.2M
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 | 382 | $5.2M | $368,824 | $689,343 |
| 2023 | 285 | $4.2M | $299,981 | $558,264 |
| 2022 | 297 | $3.2M | $186,585 | $371,976 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY LTD. | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.288% 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 | $74,295 | $13,562 | $45,733 | $15,000 | — |
| 2023 | $38,777 | $3,380 | $22,397 | $13,000 | — |
| 2022 | $27,261 | $3,120 | $11,641 | — | $12,500 |