Plan Ledger DOL Form 5500 · updated monthly

Brambles USA, Inc.401(k)

BRAMBLES USA 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Brambles USA, Inc. reported $105,292 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,079 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 fell from 0.05% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other management of companies employers. By assets it is the 125th-largest of 3,644 plans among Florida employers on file, and the 115th of 786 in management of companies. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 3,568 to 2,839 since 2022.

Plan summary
Net assets, end of year$304,511,432
Participants with balances3,045
Active participants2,839
Employer contributions$8,740,309
Employee contributions$16,968,986
Employer contribution per active participant$3,079
Average account balance$100,004
Benefits paid to participants$25,940,447
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$304.5M · 3,045 accts · $8.7M emplr
2023$263.1M · 3,029 accts · $8.3M emplr
2022$223.5M · 3,004 accts · $6.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,220
Investment management$72,509
Audit (IQPA)$27,563
Total administrative$105,292
The Brambles USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,079
Median for plans this size$4,294
2024$3,079 per active participant
2023$2,875 per active participant
2022$1,896 per active participant

Brambles USA, Inc.'s 2024 employer contribution ran below the $4,294 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.

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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$72,509
FORVIS · Accounting / audit$27,563
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,220

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$105,292 · 0.04%
2023$144,126 · 0.06%
2022$119,989 · 0.05%
Same employer
Similar plansManagement of Companies · Florida
Roper Technologies, Inc. FL$1.6B · 0.07%
Teco Energy, Inc. FL$1.1B · 0.02%
Santafe Healthcare, Inc. FL$105.2M · 0.11%
Ares Holdings LLC FL$56.5M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363630892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.