Plan Ledger DOL Form 5500 · updated monthly

B&R Stores, Inc.401(k)

B&R STORES, INC. 401(K) PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

B&R Stores, Inc. reported $161,650 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $1,099 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 2 years on file its reported administrative ratio fell from 0.27% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 91st-largest of 565 plans among Nebraska employers on file, and the 477th of 5,215 in retail trade. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 1,157 to 1,386 since 2022.

Plan summary
Net assets, end of year$74,593,518
Participants with balances1,424
Active participants1,386
Employer contributions$1,523,477
Employee contributions$3,410,898
Employer contribution per active participant$1,099
Average account balance$52,383
Benefits paid to participants$4,795,494
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.6M · 1,424 accts · $1.5M emplr
2023$67.6M · 1,399 accts · $1.4M emplr
2022$56.8M · 1,398 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,650
Investment management$48,000
Total administrative$161,650
The B&R Stores, Inc. 401(k) match · 2024
Employer contribution per active participant$1,099
Median for plans this size$3,635
2024$1,099 per active participant
2023$1,047 per active participant
2022$898 per active participant

B&R Stores, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
USI ADVISORS INC · Investment advisory (plan)$48,000

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

Administrative cost history3
2024$161,650 · 0.23%
2023$131,192 · 0.21%
2022$163,667 · 0.27%
Same employer
Similar plansRetail Trade · Nebraska
Otc Brands, Inc. NE$105.4M · 0.05%
Woodhouse Ford, Inc. NE$95.7M · 0.23%
Southerncarlson, Inc. NE$93.1M · 0.27%
Ho-Chunk, Inc. NE$81.9M · 0.46%
Baxter Shared Services, LLC NE$61.4M · 0.27%
21ST Century Equipment, LLC NE$42.6M · 0.02%
Speedway Motors, Inc. NE$36.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470531640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.