Plan Ledger DOL Form 5500 · updated monthly

Bremer Whyte Brown & Omeara Ll401(k)

BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST · LAS VEGAS, NV · plan year 2024

Reported admin expense ratio · 2024
0.33%

Bremer Whyte Brown & Omeara Ll reported $56,707 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. 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 0.56% to 0.33%. 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 137th-largest of 437 plans among Nevada employers on file, and the 5,729th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$19,064,222
Participants with balances438
Active participants305
Employer contributions—
Employee contributions$2,326,010
Employer contribution per active participant—
Average account balance$43,526
Benefits paid to participants$621,742
Plan auditUnmodified (clean) audit opinion
AuditorWERTZ & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 438 accts
2023$15.1M · 430 accts
2022$11.7M · 407 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,035
Investment management$42,812
Trustee / custodial$860
Total administrative$56,707
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 · 20242
PAYCHEX, INC. · Recordkeeping$13,218
MORGAN STANLEY GLOBAL BANKING OPERA · Investment advisory (participants)$42,142

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$56,707 · 0.33%
2023$37,919 · 0.28%
2022$68,963 · 0.56%
Same employer
Similar plansProfessional & Technical Services · Nevada
Geotab USA, Inc. NV$21.5M · 0.45%
Geotek Operations Limited NV$20.0M · 0.56%
Playstudios US, LLC NV$17.4M · 0.21%
Steelman Partners, LLP NV$14.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330747275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.