Plan Ledger DOL Form 5500 · updated monthly

B&R Industrial Automation Corporation401(k)

B&R INDUSTRIAL AUTOMATION CORPORATION 401(K) PROFIT SHARING PLAN · ROSWELL, GA · plan year 2023

Reported admin expense ratio · 2023
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

B&R Industrial Automation Corporation reported $610 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,345 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.003% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,010th-largest of 2,160 plans among Georgia employers on file, and 6,535th of 11,654 in professional & technical services. In 2023, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,168,962
Participants with balances134
Active participants121
Employer contributions$404,791
Employee contributions$1,280,046
Employer contribution per active participant$3,345
Average account balance$113,201
Benefits paid to participants$556,151
Plan auditUnmodified (clean) audit opinion
AuditorSANTI & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$15.2M · 134 accts · $405K emplr
2022$11.9M · 135 accts · $324K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$610
Total administrative$610
The B&R Industrial Automation Corporation 401(k) match · 2023
Employer contribution per active participant$3,345
Median for plans this size$2,440
2023$3,345 per active participant
2022$2,630 per active participant

B&R Industrial Automation Corporation's 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$22,463
WELLS FARGO ADVISORS FIN · Investment advisory (plan)$3,954
EMPOWER ADVISORY GROUP LLC · Investment management$128
RETIREMENT PLAN ADMINISTRATORS LLC · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$610 · 0.00%
2022$376 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Georgia
Kahua, Inc. GA$15.6M · 1.17%
Itential, Inc. GA$14.7M · 0.69%
Pierson Ferdinand LLP GA$14.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581737831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.