Plan Ledger DOL Form 5500 · updated monthly

Bren-Tronics, Inc.401(k)

BREN-TRONICS, INC. 401(K) PROFIT SHARING PLAN · COMMACK, NY · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Bren-Tronics, Inc. reported $75,286 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,811 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 0.30% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,980th-largest of 5,648 plans among New York employers on file, and the 559th of 2,677 in transportation & warehousing. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,489,454
Participants with balances279
Active participants249
Employer contributions$699,977
Employee contributions$986,173
Employer contribution per active participant$2,811
Average account balance$105,697
Benefits paid to participants$4,125,850
Plan auditUnmodified (clean) audit opinion
AuditorGIAMBALVO, STALZER & CO, CPAS, PC
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $27 emplr
2024$29.5M · 279 accts · $700K emplr
2023$28.5M · 261 accts · $494K emplr
2022$23.9M · 275 accts · $480K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,286
Total administrative$75,286
The Bren-Tronics, Inc. 401(k) match · 2024
Employer contribution per active participant$2,811
Median for plans this size$2,416
2024$2,811 per active participant
2023$1,992 per active participant
2022$1,847 per active participant

Bren-Tronics, Inc.'s 2024 employer contribution ran above 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$75,285
CETERA INVESTMENT ADVISORS, LLC · Investment advisory (plan)indirect comp
HERITAGE ADMINISTRATIVE SERVICES,LL · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history4
2025Not separately reported
2024$75,286 · 0.26%
2023$69,108 · 0.26%
2022$78,784 · 0.30%
Similar plansTransportation & Warehousing · New York
Avox Systems, Inc. NY$31.7M · 0.01%
Via Transportation, Inc. NY$31.5M · 0.03%
Janel Corporation NY$30.3M · 0.20%
Leonard's Express, Inc. NY$29.9M · 0.58%
National Air Cargo, Inc. NY$29.2M · 0.35%
Air Tiger Express USA, Inc. NY$27.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112291886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.