Plan Snapshot
- Plan Sponsor: J & D Brush Associates, LLC
- Sponsor EIN: 820640629
- Sponsor Address: 55 MALL DRIVE, SUITE A, COMMACK, NY, 11725
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 172 | $14.1M | $555,046 | $1.6M |
| 2023 | 200 | $12.1M | $452,645 | $1.5M |
| 2022 | 202 | $8.4M | $343,507 | $1.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY PLAN SPONSOR | $27,675 | — | $27,675 |
| NFP RETIREMENT | RETAINED BY PLAN SPONSOR | $26,433 | — | $26,433 |
| TMI CPA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY PLAN SPONSOR
- TMI CPA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,108
- Estimated Expense Ratio: 0.383% 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 | $54,108 | $26,433 | $27,675 | — | — |
| 2023 | $57,453 | — | — | $57,453 | — |
| 2022 | $55,701 | — | — | — | — |