Broder Bros., Co. Employees' 401(K) Trust — Form 5500 plan (Broder Bros., Co.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Broder Bros., Co. Employees' 401(K) Trust is a benefit plan reported by Broder Bros., Co. under EIN 38-1911112 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,236 participants and $69,817,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Broder Bros., Co.
- EIN
- 38-1911112
- Plan number
- 002
- Plan type
- 2
- Location
- Trevose, PA
- Latest filing year
- 2023
- Participants
- 3,236
- End-of-year plan assets
- $69,817,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,236 | H, C | 20240930132152NAL0003267011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,817,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,817,187
- Net assets (BOY)
- $56,205,005
Income & contributions
- Employer contributions
- $2,606,261
- Participant contributions
- $6,226,392
- Total contributions
- $8,919,997
- Total income / additions
- $19,122,654
Expenses & distributions
- Benefits paid
- $5,285,866
- Administrative expenses
- $132,372
- Total expenses
- $5,510,472
- Net increase / (decrease)
- $13,612,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $65,871 | $0 | 2023 |
| Lincoln Financial Advisors Corpora | INVESTMENT ADVISOR | $42,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $24,501 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Broder Bros., Co.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Trevose, PA
- Fidelity Investments Institutional — Schedule C compensation
- Lincoln Financial Advisors Corpora — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation