Plan Ledger DOL Form 5500 · updated monthly

Br & Sons Co401(k)

BR & SONS CO-401K PLAN · GLENDORA, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

Br & Sons Co reported $2,739 in plan administrative expenses for 2024: 0.43% of average plan assets, lower than ~75% of peers. 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 1.41% to 0.43%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (8,959th of 9,483), and 5,168th of 5,337 in construction.

Plan summary
Net assets, end of year$722,682
Participants with balances147
Active participants175
Employer contributions—
Employee contributions$248,871
Employer contribution per active participant—
Average account balance$4,916
Benefits paid to participants$146,569
Plan auditUnmodified (clean) audit opinion
AuditorECKENROD TAX & ACCOUNTING SERVICE
Plan history3
Yearassets · accounts · employer contribution
2024$723K · 147 accts
2023$544K · 167 accts
2022$339K · 151 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,739
Total administrative$2,739
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$2,739
ADP BROKER-DEALER · Other servicesindirect comp
DH FINANCIAL AND INSURANCE SERVICES · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$2,739 · 0.43%
2023$2,513 · 0.57%
2022$3,581 · 1.41%
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Environments Plus, Inc. CA$728K · 2.20%
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Source: U.S. Department of Labor, Form 5500 series, EIN 271355900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.