# J & D Brush Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-d-brush-associates-llc-401k-plan

> J & D Brush Associates, LLC's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [TMI CPA P.C.](https://planprovider.pro/provider/tmi-cpa-pc) — 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|—|—|—|—|

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