# Frost Brown Todd LLP 401(k) Plan
Source: https://planprovider.pro/companies/frost-brown-todd-llp-401k-plan-005

> Frost Brown Todd LLP's 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frost Brown Todd LLP

- **Sponsor EIN:** 610722001

- **Sponsor Address:** 400 WEST MARKET STREET, LOUISVILLE, KY, 40202

- **Plan Type:** 401(k)

- **Total Participants:** 436

- **Total Assets:** $179.0M

## 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|436|$179.0M|$2.5M|$6.0M|

| 2023|437|$154.1M|$2.3M|$5.4M|

| 2022|429|$114.7M|$2.1M|$4.6M|

## 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|

| CAPITAL MGMT SERVICES INC|NONE|$26,184|—|$26,184|

| BARTLETT & CO WEALTH MANAGEMENT|NONE|$23,644|—|$23,644|

| HARDING, SHYMANSKI & COMPANY, P.S.C|Auditor|$22,300|—|$22,300|

| HARDING SHYMANSKI AND COMPANY P.S.C|NONE|$22,300|—|$22,300|

| T ROWE PRICE RPS INC|NONE|$18,185|—|$18,185|

| FORT WASHINGTON INVESTMENT ADV|NONE|$11,800|—|$11,800|

| MJ RETIREMENT|NONE|$8,723|—|$8,723|

| PROCOURSE FIDUCIARY ADVISORS, LLC|NONE|$8,387|—|$8,387|

| OPUS CAPITAL GROUP LLC|NONE|$7,231|—|$7,231|

| SAVANT CAPITAL LLC|NONE|$7,000|—|$7,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HARDING, SHYMANSKI & COMPANY, P.S.C](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — Auditor

- [SAVANT CAPITAL LLC](https://planprovider.pro/provider/savant-wealth-management) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $155,754

- **Estimated Expense Ratio:** 0.087% 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|$138,338|$84,246|—|$22,300|—|

| 2023|$141,942|$15,543|—|$1,200|—|

| 2022|$137,699|$19,030|—|—|$16,520|

## Similar Plans

- [Dentons Bingham Greenebaum LLP](https://planprovider.pro/companies/dentons-bingham-greenebaum-llp-401k-plan) — 347 participants

- [Stites & Harbison](https://planprovider.pro/companies/stites-harbison-plan-001) — 323 participants

- [Frost Brown Todd LLP](https://planprovider.pro/companies/frost-brown-todd-llp-401k-plan-001) — 661 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/frost-brown-todd-llp-401k-plan-005)

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