Plan Ledger DOL Form 5500 · updated monthly

Brinkmann Instruments, Inc. dba Metrohm USA, Inc.401(k)

METROHM USA, INC. AND ITS AFFILIATED COMPANIES 401(K) PLAN · RIVERVIEW, FL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Brinkmann Instruments, Inc. dba Metrohm USA, Inc. reported $96,348 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,993 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 0.27% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 481st-largest of 3,644 plans among Florida employers on file, and the 703rd of 4,246 in wholesale trade. In 2024, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,071,786
Participants with balances475
Active participants386
Employer contributions$1,541,451
Employee contributions$3,511,941
Employer contribution per active participant$3,993
Average account balance$122,256
Benefits paid to participants$2,858,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.1M · 475 accts · $1.5M emplr
2023$49.1M · 470 accts · $1.5M emplr
2022$39.3M · 455 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,348
Investment management$30,000
Total administrative$96,348
The Brinkmann Instruments, Inc. dba Metrohm USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,993
Median for plans this size$3,635
2024$3,993 per active participant
2023$4,025 per active participant
2022$3,854 per active participant

Brinkmann Instruments, Inc. dba Metrohm USA, Inc.'s 2024 employer contribution ran above the $3,635 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
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$30,000
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$16,224
EMPOWER ADVISORY GROUP, LLC · Investment management$6,890

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$96,348 · 0.18%
2023$85,313 · 0.19%
2022$116,392 · 0.27%
Same employer
Similar plansWholesale Trade · Florida
Yara North America, Inc. FL$76.1M · 0.08%
Kls Martin L.P. FL$70.2M · 0.06%
Suzuki Marine USA, LLC FL$62.4M · 0.06%
Man Capital Corporation FL$56.3M · 0.06%
Eastern Metal Supply, Inc. FL$49.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260130818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.