Plan Ledger DOL Form 5500 · updated monthly

Brinton Woods Management Company401(k)

BRINTON WOODS 401(K) PROFIT SHARING PLAN · SYKESVILLE, MD · plan year 2020

Reported admin expense ratio · 2020
1.55%

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

Brinton Woods Management Company reported $27,540 in plan administrative expenses for 2020: 1.55% of average plan assets, higher than ~90% of peers. Employer contributions averaged $139 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,545th of 1,671), and 10,225th of 11,911 in health care & social assistance. In 2020, employees put in $9.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,796,860
Participants with balances308
Active participants71
Employer contributions$9,854
Employee contributions$91,712
Employer contribution per active participant$139
Average account balance$5,834
Benefits paid to participants$263,091
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$19,324
Investment management$8,216
Total administrative$27,540
The Brinton Woods Management Company 401(k) match · 2020
Employer contribution per active participant$139
Median for plans this size$893

Brinton Woods Management Company's 2020 employer contribution ran below the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$27,540 · 1.55%
Similar plansHealth Care & Social Assistance · Maryland
Star Community, Inc. MD$1.8M · 1.07%
Friends Aware, Inc. MD$1.7M · 0.03%
Btst Services LLC MD$1.7M · 1.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300402723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.