Plan Ledger DOL Form 5500 · updated monthly

Breg, Inc.401(k)

BREG, INC. 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Breg, Inc. reported $152,377 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,412 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 0.43% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,042nd-largest of 9,483 plans among California employers on file, and the 3,552nd of 13,661 in manufacturing. In 2024, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,211,640
Participants with balances802
Active participants569
Employer contributions$1,372,235
Employee contributions$4,215,714
Employer contribution per active participant$2,412
Average account balance$52,633
Benefits paid to participants$5,762,582
Plan auditUnmodified (clean) audit opinion
AuditorJGD AND ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.2M · 802 accts · $1.4M emplr
2023$36.6M · 833 accts · $612K emplr
2022$30.2M · 874 accts · $422K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,525
Investment management$55,352
Audit (IQPA)$15,500
Total administrative$152,377
The Breg, Inc. 401(k) match · 2024
Employer contribution per active participant$2,412
Median for plans this size$2,416
2024$2,412 per active participant
2023$1,098 per active participant
2022$731 per active participant

Breg, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$81,525
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$34,963
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,389
JGD & ASSOCIATES LLP · Accounting / audit$15,500

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$152,377 · 0.39%
2023$119,291 · 0.36%
2022$145,597 · 0.43%
Same employer
Similar plansManufacturing · California
Bonterra Organic Estates CA$42.8M · 0.12%
Carbon, Inc. CA$42.5M · 0.09%
Amada Weld Tech Inc. CA$42.3M · 0.17%
Astex Pharmaceuticals, Inc. CA$42.2M · 0.05%
Avid Bioservices, Inc. CA$40.8M · 0.24%
Myovant Sciences, Inc. CA$40.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330361048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.