Plan Snapshot
- Plan Sponsor: Twg Brl, LLC Dba Big Red Liquors
- Sponsor EIN: 843174094
- Sponsor Address: 5445 S. EAST ST., INDIANAPOLIS, IN, 46227
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $6.0M
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 | 269 | $6.0M | $143,897 | $286,753 |
| 2023 | 259 | $5.2M | $148,421 | $292,545 |
| 2022 | 254 | $3.6M | $141,199 | $293,748 |
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 |
|---|---|---|---|---|
| PILE CPAS | Auditor | — | — | $0 |
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 | $30,177 | — | $30,177 | — | — |
| 2023 | $8,077 | — | $8,077 | — | — |
| 2022 | $3,400 | — | $3,400 | — | — |