Plan Snapshot
- Plan Sponsor: Bruna Brothers Implement, LLC
- Sponsor EIN: 481195305
- Sponsor Address: 1128 PONY EXPRESS HIGHWAY, MARYSVILLE, KS, 66508
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 108 | $8.5M | $213,355 | $615,797 |
| 2023 | 105 | $7.4M | $218,547 | $597,744 |
| 2022 | 100 | $5.6M | $101,657 | $566,132 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,949 | $1,949 | — | — | — |
| 2023 | $950 | $950 | — | — | — |
| 2022 | $1,456 | $1,456 | — | — | — |