# The Briar Team, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-briar-team-llc-401k-plan

> The Briar Team, LLC's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Briar Team, LLC

- **Sponsor EIN:** 263985471

- **Sponsor Address:** 4570 ORANGE BLVD, SANFORD, FL, 32771

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

- **Total Participants:** 230

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|230|$8.0M|$421,239|$714,776|

| 2023|209|$7.6M|$439,665|$650,243|

| 2022|231|$8.2M|$969,029|$670,367|

## 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|

| RAYMOND JAMES|INVESTMENT ADVISOR|$19,753|—|$19,753|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$16,728|—|$16,728|

| BKHM, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BKHM, P.A.](https://planprovider.pro/provider/bkhm-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,481

- **Estimated Expense Ratio:** 0.453% 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|$36,958|$20,230|—|—|—|

| 2023|$41,506|$2,985|—|—|—|

| 2022|$44,591|—|$44,591|—|—|

## Similar Plans

- [Surface Technologies Corporation](https://planprovider.pro/companies/surface-technologies-corporation-401k-plan) — 214 participants

- [Ally Building Solutions LLC](https://planprovider.pro/companies/ally-building-solutions-llc-401k-plan) — 246 participants

- [Hypower, INC.](https://planprovider.pro/companies/hypower-inc-plan-003) — 249 participants

- [Steam-A-Way, INC. Dba Entrusted](https://planprovider.pro/companies/steam-a-way-inc-dba-entrusted-401k-plan) — 210 participants

- [National Service Source INC. Dba](https://planprovider.pro/companies/national-service-source-inc-dba-401k-plan) — 206 participants

- [Comanco Environmental Corporation](https://planprovider.pro/companies/comanco-environmental-corporation-401k-plan) — 200 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-briar-team-llc-401k-plan)

© 2026 PlanProvider.Pro