Plan Ledger DOL Form 5500 · updated monthly

B/R Data, Inc.401(k)

TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN · PLANO, TX · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

B/R Data, Inc. reported $6,781 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $355 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,150th of 5,688), and 1,549th of 2,096 in real estate & leasing. In 2022, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,688,693
Participants with balances79
Active participants257
Employer contributions$91,141
Employee contributions$309,329
Employer contribution per active participant$355
Average account balance$59,351
Benefits paid to participants$408,658
Plan auditUnmodified (clean) audit opinion
AuditorSTILL BURTON, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,781
Total administrative$6,781
The B/R Data, Inc. 401(k) match · 2022
Employer contribution per active participant$355
Median for plans this size$1,114

B/R Data, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,781 · 0.13%
Same employer
Similar plansReal Estate & Leasing · Texas
Goodwin Management, Inc. TX$5.0M · 0.91%
Psw Home, LLC TX$4.9M · 0.72%
Msi Acquisitions, LLC TX$4.8M · 0.18%
Camelot Services Inc. TX$4.7M · 0.49%
Outdoorsy Holdings, Inc. TX$4.7M · 1.42%
Buyers Barricades, Inc. TX$4.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752399876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.