Plan Ledger DOL Form 5500 · updated monthly

Balke Brown Transwestern, Inc.ESOP

BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ST LOUIS, MO · plan year 2024

Employer contribution per participant · 2024
$1,107

Balke Brown Transwestern, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $6,827,707 across 230 participant accounts, with employer contributions averaging $1,107 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Missouri (987th of 1,393), and 1,352nd of 2,096 in real estate & leasing. active participation has grown from 124 to 159 since 2022.

Plan summary
Net assets, end of year$6,827,707
Participants with balances230
Active participants159
Employer contributions$176,069
Employee contributions—
Employer contribution per active participant$1,107
Average account balance$29,686
Benefits paid to participants$126,441
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 230 accts · $176K emplr
2023$5.4M · 190 accts · $116K emplr
2022$6.1M · 170 accts
Employer contributions to the Balke Brown Transwestern, Inc. plan · 2024
Employer contribution per active participant$1,107
Median for plans this size$1,313
2024$1,107 per active participant
2023$951 per active participant

Balke Brown Transwestern, Inc.'s 2024 employer contribution ran below the $1,313 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.

Recordkeeper by year2
2024ADP, CETERA INVESTMENT ADVISERS LLC
2023ADP, Securian

This plan has changed recordkeepers within these filings. If you left Balke Brown Transwestern, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
BALKE BROWN TRANSWESTERN INC. 401(K) PLAN401(k)
BALKE BROWN TRANSWESTERN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 431176330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.