Plan Ledger DOL Form 5500 · updated monthly

Brewer Attorneys & Counselors401(k)

BREWER ATTORNEYS & COUNSELORS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Brewer Attorneys & Counselors reported $19,646 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $907 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 0.09% to 0.18%. 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 among the smaller plans on file in Texas (2,908th of 5,688), and 7,638th of 11,654 in professional & technical services. In 2024, employees put in $10.89 for every $1.00 the employer contributed; active participation has shrunk from 69 to 61 since 2022.

Plan summary
Net assets, end of year$11,180,104
Participants with balances106
Active participants61
Employer contributions$55,346
Employee contributions$602,479
Employer contribution per active participant$907
Average account balance$105,473
Benefits paid to participants$1,119,181
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 106 accts · $55K emplr
2023$10.2M · 106 accts · $26K emplr
2022$8.2M · 102 accts · $58K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,646
Total administrative$19,646
The Brewer Attorneys & Counselors 401(k) match · 2024
Employer contribution per active participant$907
Median for plans this size$2,416
2024$907 per active participant
2023$437 per active participant
2022$840 per active participant

Brewer Attorneys & Counselors's 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPAY · Contract administrator · Loan processing$19,646
NOVA 401(K) ASSOCIATES · Other servicesindirect comp
MORGAN STANLEY · Other servicesindirect comp

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$19,646 · 0.18%
2023$17,896 · 0.19%
2022$7,793 · 0.09%
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Vrx, Inc. TX$11.2M · 0.21%
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Source: U.S. Department of Labor, Form 5500 series, EIN 751922802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.