Brubaker & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brubaker & Associates, INC.
  • Sponsor EIN: 431708220
  • Sponsor Address: 16690 SWINGLEY RIDGE ROAD, CHESTERFIELD, MO, 63017
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $15.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$15.1M$264,558$424,184
202326$13.8M$234,136$370,550
202224$11.9M$195,768$309,739

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