Plan Snapshot
- Plan Sponsor: Team Brandt, LLC
- Sponsor EIN: 843496095
- Sponsor Address: 2935 S. KOKE MILL ROAD, SPRINGFIELD, IL, 627119651
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $88.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 678 | $88.0M | $1.7M | $4.7M |
| 2023 | 661 | $80.6M | $1.5M | $4.2M |
| 2022 | 599 | $68.4M | $2.0M | $3.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $10,687 | — | $10,687 |
| KERBER, ECK, & BRAEKEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK, & BRAEKEL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,687
- Estimated Expense Ratio: 0.012% 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 | $24,584 | — | — | — | — |
| 2023 | $14,969 | — | — | — | — |
| 2022 | $8,060 | — | — | — | — |