Plan Snapshot
- Plan Sponsor: Downey Brand LLP
- Sponsor EIN: 940438033
- Sponsor Address: 621 CAPITOL MALL, 18TH FLOOR, SACRAMENTO, CA, 958144686
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $96.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $96.9M | $2.4M | $2.0M |
| 2023 | 161 | $89.0M | $2.4M | $2.0M |
| 2022 | 158 | $75.1M | $2.2M | $1.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $249,511 | $245,889 | $3,504 | — | — |
| 2023 | $112,459 | $74,672 | $37,138 | — | — |
| 2022 | $157,977 | $108,509 | $48,702 | — | — |