Plan Ledger DOL Form 5500 · updated monthly

Brady, Ware & Schoenfeld, Inc.401(k)

BRADY, WARE & SCHOENFELD, INC. 401(K) PROFIT SHARING PLAN & TRUST · DAYTON, OH · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Brady, Ware & Schoenfeld, Inc. reported $55,937 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $6,180 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 0.19% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,060th-largest of 3,295 plans among Ohio employers on file, and the 4,517th of 11,654 in professional & technical services. In 2022, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,822,288
Participants with balances175
Active participants143
Employer contributions$883,685
Employee contributions$1,126,906
Employer contribution per active participant$6,180
Average account balance$153,270
Benefits paid to participants$1,470,942
Plan auditUnmodified (clean) audit opinion
AuditorFLYNN & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 183 accts · $577K emplr
2023$24.5M · 187 accts · $849K emplr
2022$26.8M · 175 accts · $884K emplr
Administrative expenses, itemized · 2022
Investment management$39,408
Professional / advisory$15,599
Total administrative$55,937
The Brady, Ware & Schoenfeld, Inc. 401(k) match · 2022
Employer contribution per active participant$6,180
Median for plans this size$2,266
2024$3,719 per active participant
2023$5,444 per active participant
2022$6,180 per active participant

Brady, Ware & Schoenfeld, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$55,413 · 0.23%
2023$57,268 · 0.22%
2022$55,937 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Ohio
The Sheakley Group, Inc. OH$29.1M · 0.10%
Archem America, Inc. OH$26.1M · 0.62%
Infoverity Holding Co. OH$26.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351476702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.