# Brt, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brt-inc-401k-plan

> Brt, INC.&#39;s 401(k) plan: 121 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, 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](https://planprovider.pro/provider/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|—|—|

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