Plan Snapshot
- Plan Sponsor: Frank Bryan, INC.
- Sponsor EIN: 250377285
- Sponsor Address: 3501 NEVILLE ROAD, PITTSBURGH, PA, 15225
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $13.9M
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 | 114 | $13.9M | $583,726 | $502,528 |
| 2023 | 119 | $12.0M | $562,637 | $505,436 |
| 2022 | 116 | $10.6M | $542,673 | $469,088 |
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 |
|---|---|---|---|---|
| LALLY & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LALLY & CO., LLC — 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 | $42,804 | — | $42,804 | — | — |
| 2023 | $36,665 | — | $36,665 | — | — |
| 2022 | $36,104 | — | — | — | $36,104 |