# Team Brandt, LLC 401(k) Plan
Source: https://planprovider.pro/companies/team-brandt-llc-401k-plan

> Team Brandt, LLC's 401(k) plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kerber-eck-and-braeckel-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|—|—|—|—|

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