Plan Snapshot
- Plan Sponsor: F.M. Brown'S Sons, INC.
- Sponsor EIN: 231308422
- Sponsor Address: 205 WOODROW AVENUE, SINKING SPRING, PA, 19608
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $9.9M
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 | 135 | $9.9M | $253,292 | $485,473 |
| 2023 | 142 | $9.2M | $265,861 | $514,446 |
| 2022 | 150 | $8.5M | $253,370 | $523,294 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL 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 | $46,495 | $23,668 | — | — | — |
| 2023 | $42,817 | $21,438 | — | — | — |
| 2022 | $43,207 | $21,521 | $21,686 | — | — |