Plan Snapshot
- Plan Sponsor: Lee Brass Foundry, LLC
- Sponsor EIN: 454797283
- Sponsor Address: 1800 GOLDEN SPRINGS ROAD, ANNISTON, AL, 36207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $168
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. |
|---|---|---|---|---|
| 2023 | 0 | $168 | $3,330 | $43,858 |
| 2022 | 190 | $2.3M | $16,315 | $210,885 |
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 COMPANY | Recordkeeper | $27,532 | — | $27,532 |
| CBIZ BENEFITS & INS SERVICES | Other Service Provider | $4,083 | $1,894 | $5,977 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,509
- Estimated Expense Ratio: 19945.833% 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 |
|---|---|---|---|---|---|
| 2023 | $37,128 | — | — | — | — |
| 2022 | $20,209 | — | $20,209 | — | — |