Plan Ledger DOL Form 5500 · updated monthly

Brewer Carpet and Design Center, Inc.401(k)

BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Brewer Carpet and Design Center, Inc. reported $42,289 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,244 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 0.64% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oklahoma (394th of 724), and the 2,599th of 5,215 in retail trade. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 229 to 254 since 2022.

Plan summary
Net assets, end of year$10,166,709
Participants with balances149
Active participants254
Employer contributions$316,076
Employee contributions$541,517
Employer contribution per active participant$1,244
Average account balance$68,233
Benefits paid to participants$306,326
Plan auditUnmodified (clean) audit opinion
AuditorGRAY, BLODGETT & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 149 accts · $316K emplr
2023$8.6M · 145 accts · $326K emplr
2022$7.3M · 164 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,789
Investment management$12,500
Total administrative$42,289
The Brewer Carpet and Design Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,244
Median for plans this size$1,313
2024$1,244 per active participant
2023$1,363 per active participant
2022$1,442 per active participant

Brewer Carpet and Design Center, Inc.'s 2024 employer contribution ran below the $1,313 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
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping$29,789
OAKSTREET WEALTH MANAGEMENT · Investment advisory (plan)$12,500
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,289 · 0.45%
2023$44,396 · 0.56%
2022$48,511 · 0.64%
Same employer
Similar plansRetail Trade · Oklahoma
Nelson Automotive, Inc. OK$13.6M · 0.42%
Ferguson Pontiac-Gmc, Inc. OK$11.8M · 0.35%
Pruett's Food, Inc. OK$11.8M · 0.04%
Express Credit Auto, LLC. OK$9.7M · 0.69%
Elk Supply Company, LLC OK$8.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731279190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.