# The Breeden Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-breeden-company-inc-401k-plan

> The Breeden Company, INC.'s 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Breeden Company, INC.

- **Sponsor EIN:** 540833286

- **Sponsor Address:** 560 LYNNHAVEN PARKWAY, VIRGINIA BEACH, VA, 23452

- **Plan Type:** 401(k)

- **Total Participants:** 316

- **Total Assets:** $12.2M

## 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|316|$12.2M|$219,289|$893,958|

| 2023|280|$10.6M|$195,974|$770,747|

| 2022|246|$8.7M|$169,883|$681,122|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$54,135|—|$54,135|

| BDO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,135

- **Estimated Expense Ratio:** 0.443% 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|$54,372|—|$54,372|—|—|

| 2023|$48,666|—|—|—|—|

| 2022|$48,928|—|—|—|—|

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