Plan Snapshot
- Plan Sponsor: United Brass Works, INC.
- Sponsor EIN: 560664927
- Sponsor Address: 714 S MAIN ST, RANDLEMAN, NC, 27317
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $12.6M
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 | 202 | $12.6M | $277,393 | $540,379 |
| 2023 | 197 | $11.4M | $257,165 | $476,302 |
| 2022 | 192 | $13.3M | $218,641 | $482,666 |
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 |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — 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 | $6,426 | $4,051 | — | — | — |
| 2023 | $12,274 | $5,461 | — | $4,000 | — |
| 2022 | $9,567 | $6,523 | — | — | — |