Plan Ledger DOL Form 5500 · updated monthly

Brandt Information Services, LLC401(k)

BRANDT INFORMATION SERVICES RETIREMENT PLAN · TALLAHASSEE, FL · plan year 2024

Reported admin expense ratio · 2024
1.17%

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

Brandt Information Services, LLC reported $98,223 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $441 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 1.06% to 1.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,900th of 3,644), and 8,332nd of 11,654 in professional & technical services. In 2024, employees put in $10.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,977,189
Participants with balances319
Active participants306
Employer contributions$134,950
Employee contributions$1,477,471
Employer contribution per active participant$441
Average account balance$28,142
Benefits paid to participants$1,747,375
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 319 accts · $135K emplr
2023$7.9M · 343 accts · $133K emplr
2022$5.1M · 324 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,139
Investment management$47,950
Total administrative$98,223
The Brandt Information Services, LLC 401(k) match · 2024
Employer contribution per active participant$441
Median for plans this size$1,313
2024$441 per active participant
2023$479 per active participant
2022$289 per active participant

Brandt Information Services, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$40,967
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$8,564
EMPOWER ADVISORY GROUP, LLC · Investment management$6,983

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$98,223 · 1.17%
2023$75,048 · 1.16%
2022$52,369 · 1.06%
Same employer
Similar plansProfessional & Technical Services · Florida
USA Environmental, Inc. FL$9.1M · 0.26%
Beast Code, LLC FL$9.1M · 0.51%
M2GEN, Corp. FL$9.0M · 0.23%
Esp, Inc. FL$8.9M · 0.04%
Rekcut Photographic, Inc. FL$8.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592800373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.