Plan Ledger DOL Form 5500 · updated monthly

Brodart Co.401(k)

BRODART RETIREMENT PLAN · WILLIAMSPORT, PA · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Brodart Co. reported $94,696 in plan administrative expenses for 2023: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.540%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,653rd-largest of 3,651 plans among Pennsylvania employers on file, and the 6,388th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$17,808,080
Participants with balances487
Active participants378
Employer contributions$0
Employee contributions$676,280
Employer contribution per active participant$0
Average account balance$36,567
Benefits paid to participants$2,168,249
Plan auditUnmodified (clean) audit opinion
AuditorDANNIBLE AND MCKEE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 499 accts
2023$17.8M · 487 accts
2022$16.8M · 452 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$52,419
Investment management$42,277
Total administrative$94,696
The Brodart Co. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Brodart Co.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,419
CLEARVIEW WEALTH ADVISORS LLC · Investment advisory (plan)$42,277

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$95,282 · 0.54%
2023$94,696 · 0.55%
2022$105,370 · 0.54%
Same employer
Similar plansManufacturing · Pennsylvania
Quaker Maid Meats, Inc. PA$17.9M · 0.30%
Aerzen USA Corp PA$17.8M · 0.40%
Accutrex Products, Inc. PA$17.6M · 0.19%
Accuride Erie, L.P. PA$17.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232248758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.