# Brt, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/brt-inc-232739555-520

> Brt, INC.'s Health & Welfare plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brt, INC.

- **Sponsor EIN:** 232739555

- **Sponsor Address:** 813 N. OCTORARA TRAIL, PARKESBURG, PA, 193652114

- **Plan Type:** Health & Welfare

- **Plan Number:** 520

- **Total Participants:** 88

- **Total Assets:** $82,382

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88|$82,382|$1.1M|$574,307|

| 2023|103|$162,907|$964,905|$606,038|

| 2022|97|$385,391|$982,948|$492,577|

## 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|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$33,182|—|$33,182|

| BENEFITMALL|Other Service Provider|$6,774|—|$6,774|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,956

- **Estimated Expense Ratio:** 48.501% 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|$1,790,390|—|—|—|—|

| 2023|$1,831,404|—|—|—|—|

| 2022|$1,404,240|—|—|—|—|

## Similar Plans

- [Penske Truck Leasing Co., L.P.](https://planprovider.pro/companies/penske-truck-leasing-co-l-p-401k-plan-020) — 3,556 participants

- [Teamsters Local Unions 401 And 773 Health Plan](https://planprovider.pro/companies/teamsters-local-unions-401-and-773-health-plan-232024270-501) — 902 participants

- [Area Storage & Transfer INC.](https://planprovider.pro/companies/area-storage-transfer-inc-plan) — 390 participants

- [Daily Express INC](https://planprovider.pro/companies/daily-express-inc-401k-plan) — 200 participants

- [Veltri, INC.](https://planprovider.pro/companies/veltri-inc-plan) — 170 participants

- [Daily Express, INC.](https://planprovider.pro/companies/daily-express-inc-231530123-501) — 126 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brt-inc-232739555-520)

© 2026 PlanProvider.Pro