Plan Ledger DOL Form 5500 · updated monthly

Brailsford & Dunlavey, Inc.401(k)

BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Brailsford & Dunlavey, Inc. reported $117,021 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $5,080 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 3 years on file its reported administrative ratio has held roughly steady near 0.291%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 189th-largest of 618 plans among District of Columbia employers on file, and the 2,999th of 11,654 in professional & technical services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 245 to 384 since 2022.

Plan summary
Net assets, end of year$44,928,191
Participants with balances437
Active participants384
Employer contributions$1,950,829
Employee contributions$1,934,527
Employer contribution per active participant$5,080
Average account balance$102,811
Benefits paid to participants$2,472,416
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.9M · 437 accts · $2.0M emplr
2023$35.6M · 422 accts · $1.6M emplr
2022$30.6M · 369 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,021
Total administrative$117,021
The Brailsford & Dunlavey, Inc. 401(k) match · 2024
Employer contribution per active participant$5,080
Median for plans this size$2,416
2024$5,080 per active participant
2023$5,476 per active participant
2022$5,070 per active participant

Brailsford & Dunlavey, Inc.'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.

Service providers · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$100,252
RETIREMENT PLANNERS AND ADMINISTRAT · Contract administrator · Other services$16,667
AMERIPRISE FINANCIAL SERVICES INC · Other servicesindirect comp
AMERIPRISE FINANCIAL SERVICES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$117,021 · 0.29%
2023$112,878 · 0.34%
2022$99,182 · 0.29%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Kiernan Trebach LLP DC$50.4M · 0.20%
Ai Sky US Bidco, Inc. DC$49.3M · 0.47%
Acdi/Voca DC$46.0M · 0.06%
Control Risks Group, LLC DC$42.2M · 0.30%
American Geophysical Union DC$42.0M · 0.12%
Cato Institute DC$40.3M · 0.17%
Arabella Advisors DC$40.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521847085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.