Plan Ledger DOL Form 5500 · updated monthly

Bbr Partners, LLC401(k)

BBR PARTNERS, LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Bbr Partners, LLC reported $5,072 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,092 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 rose from 0.009% to 0.013%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,492nd-largest of 5,648 plans among New York employers on file, and the 1,827th of 4,798 in finance & insurance. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 152 to 174 since 2022.

Plan summary
Net assets, end of year$44,205,637
Participants with balances224
Active participants174
Employer contributions$1,408,068
Employee contributions$2,286,940
Employer contribution per active participant$8,092
Average account balance$197,347
Benefits paid to participants$1,588,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.2M · 224 accts · $1.4M emplr
2023$35.9M · 229 accts · $1.3M emplr
2022$28.2M · 216 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,915
Total administrative$5,072
The Bbr Partners, LLC 401(k) match · 2024
Employer contribution per active participant$8,092
Median for plans this size$2,416
2024$8,092 per active participant
2023$7,746 per active participant
2022$8,249 per active participant

Bbr Partners, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$5,072 · 0.01%
2023$2,417 · 0.01%
2022$2,715 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 134088325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.