Plan Snapshot
- Plan Sponsor: Brunswick Group, LLC
- Sponsor EIN: 201591418
- Sponsor Address: 1114 6TH AVENUE, NEW YORK, NY, 10110
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $89.5M
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 | 386 | $89.5M | $5.5M | $5.9M |
| 2023 | 401 | $75.3M | $5.5M | $5.8M |
| 2022 | 419 | $57.8M | $4.5M | $5.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $22,050 | — | $22,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,050
- Estimated Expense Ratio: 0.025% 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 | $203,322 | $48,000 | $133,272 | $22,050 | — |
| 2023 | $158,261 | $48,000 | $110,261 | — | — |
| 2022 | $82,148 | $58,045 | $24,103 | — | — |