# Brubacher Excavating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brubacher-excavating-inc-401k-plan

> Brubacher Excavating, INC.'s 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brubacher Excavating, INC.

- **Sponsor EIN:** 232073860

- **Sponsor Address:** PO BOX 528, BOWMANSVILLE, PA, 17507

- **Plan Type:** 401(k)

- **Total Participants:** 285

- **Total Assets:** $22.1M

## 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|285|$22.1M|$371,169|$1.5M|

| 2023|274|$19.0M|$349,991|$1.3M|

| 2022|258|$15.2M|$313,175|$1.2M|

## 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|

| CONRAD SIEGEL|NONE|$41,949|—|$41,949|

| CONRAD SIEGEL INVESTMENT ADVISORS|NONE|$10,787|—|$10,787|

| MCKONLY & ASBURY, LLP|NONE|$9,275|—|$9,275|

| CHARLES SCHWAB & CO., INC.|NONE|$6,146|—|$6,146|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CONRAD SIEGEL INVESTMENT ADVISORS](https://planprovider.pro/provider/conrad-siegel-investment-advisors) — NONE

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,157

- **Estimated Expense Ratio:** 0.308% 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|$68,157|$10,787|—|$9,275|—|

| 2023|$57,642|$10,359|—|$9,000|—|

| 2022|$58,942|$9,716|—|—|$49,226|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brubacher-excavating-inc-401k-plan)

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