Plan Snapshot
- Plan Sponsor: Dayton T. Brown INC.
- Sponsor EIN: 111638929
- Sponsor Address: 1175 CHURCH STREET, BOHEMIA, NY, 11716
- Plan Type: DC
- Total Participants: 267
- Total Assets: $64.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 267 | $64.1M | $692,027 | $2.5M |
| 2023 | 260 | $60.3M | $693,854 | $2.4M |
| 2022 | 291 | $55.7M | $657,642 | $2.4M |
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 |
|---|---|---|---|---|
| BDO USA, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C — Auditor
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 | $3,400 | — | — | — | — |
| 2023 | $2,744 | — | — | — | — |
| 2022 | $8,543 | — | — | — | $5,500 |