Plan Snapshot
- Plan Sponsor: Brt, INC.
- Sponsor EIN: 232739555
- Sponsor Address: 813 N OCTORARA TRAIL, PARKESBURG, PA, 19365
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $5.5M
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 | 121 | $5.5M | $95,106 | $639,322 |
| 2023 | 132 | $5.3M | $112,433 | $683,579 |
| 2022 | 126 | $4.3M | $108,443 | $649,237 |
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 |
|---|---|---|---|---|
| SAVANT CAPITAL LLC | INVESTMENT ADVISOR | $22,117 | — | $22,117 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $20,853 | — | $20,853 |
| PA RETIREMENT SOLUTIONS INC | TPA | $6,225 | $2,626 | $8,851 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,821
- Estimated Expense Ratio: 0.950% 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 | $51,091 | $24,845 | $6,225 | — | — |
| 2023 | $45,152 | $21,126 | $6,308 | — | — |
| 2022 | $42,913 | — | $42,913 | — | — |