Plan Snapshot
- Plan Sponsor: The Brauer Group Ii, INC.
- Sponsor EIN: 454101163
- Sponsor Address: 169 RIDGEDALE AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 134 | $8.7M | $114,851 | $555,688 |
| 2023 | 145 | $7.8M | $128,935 | $574,025 |
| 2022 | 132 | $7.1M | $51,834 | $524,873 |
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 |
|---|---|---|---|---|
| WITHUMSMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH & BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,070 | $3,070 | — | — | — |
| 2023 | $3,450 | $3,450 | — | — | — |
| 2022 | $1,720 | $1,720 | — | — | — |