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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | Recordkeeper | $34,676 | — | $34,676 |
| OSAIC INSTITUTIONS INC | Investment Advisor | — | $29,669 | $29,669 |
| METRO BENEFITS, INC | Other Service Provider | $6,440 | $10,000 | $16,440 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $7,282 | — | $7,282 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,067
- Estimated Expense Ratio: 0.633% 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 | $42,804 | — | $42,804 | — | — |
| 2023 | $36,665 | — | $36,665 | — | — |
| 2022 | $36,104 | — | — | — | $36,104 |