Plan Snapshot
- Plan Sponsor: William J. Brennan Center For Justice, INC.
- Sponsor EIN: 133839293
- Sponsor Address: 120 BROADWAY,17TH FLOOR, NEW YORK, NY, 10271
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $29.0M
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 | 181 | $29.0M | $1.7M | $1.9M |
| 2023 | 155 | $23.7M | $1.4M | $1.7M |
| 2022 | 146 | $17.6M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $106,461 | — | $106,461 |
| TAIT WELLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- TAIT WELLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,461
- Estimated Expense Ratio: 0.368% 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 | $106,461 | — | $106,461 | — | — |
| 2023 | $85,398 | — | $85,398 | — | — |
| 2022 | $77,666 | — | $77,666 | — | — |