Who sponsors the Brock Enterprises, LLC 401(K) Plan?

Brock Enterprises, LLC 401(K) Plan is reported as sponsored by Brock Enterprises, LLC (EIN 74-1266414, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Brock Enterprises, LLC 401(K) Plan?

The latest Form 5500 filing year loaded for Brock Enterprises, LLC 401(K) Plan is 2023.

How many participants does Brock Enterprises, LLC 401(K) Plan report?

Brock Enterprises, LLC 401(K) Plan reports 6,692 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Brock Enterprises, LLC 401(K) Plan?

Brock Enterprises, LLC 401(K) Plan reports $84,524,040 in end-of-year plan assets in its latest loaded Form 5500 filing.

Brock Enterprises, LLC 401(K) Plan — Form 5500 plan (Brock Enterprises, LLC)

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, Brock Enterprises, LLC 401(K) Plan is a benefit plan reported by Brock Enterprises, LLC under EIN 74-1266414 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,692 participants and $84,524,040 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Brock Enterprises, LLC
EIN: 74-1266414
Plan number: 001
Plan type: 2
Location: Houston, TX
Latest filing year: 2023
Participants: 6,692
End-of-year plan assets: $84,524,040

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	6,692	H, C	20241015085640NAL0027882097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $84,524,040
Total liabilities (EOY): $924,618
Net assets (EOY): $83,599,422
Net assets (BOY): $46,865,410

Income & contributions

Employer contributions: $928,351
Participant contributions: $5,509,519
Total contributions: $6,951,429
Total income / additions: $19,056,749

Expenses & distributions

Benefits paid: $12,158,791
Administrative expenses: $256,242
Total expenses: $12,710,466
Net increase / (decrease): $6,346,283

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$132,892	$0	2023
Creative Planning LLC	ADVISOR	$65,000	not reported in the loaded dataset	2023
Whitleypenn	ACCOUNTANT/AUDITOR	$41,340	not reported in the loaded dataset	2023
Armanino Llp	ACCOUNTANT/AUDITOR	$17,010	not reported in the loaded dataset	2023