Plan Ledger DOL Form 5500 · updated monthly

Bronson & Bratton, Inc.401(k)

BRONSON & BRATTON, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN · BURR RIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Bronson & Bratton, Inc. reported $47,259 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,402 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 0.28% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,735th-largest of 3,702 plans among Illinois employers on file, and the 6,107th of 13,661 in manufacturing. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,031,059
Participants with balances114
Active participants88
Employer contributions$211,338
Employee contributions$511,494
Employer contribution per active participant$2,402
Average account balance$166,939
Benefits paid to participants$1,797,918
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 114 accts · $211K emplr
2023$17.5M · 120 accts · $116K emplr
2022$15.5M · 116 accts · $213K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,688
Investment management$25,571
Total administrative$47,259
The Bronson & Bratton, Inc. 401(k) match · 2024
Employer contribution per active participant$2,402
Median for plans this size$2,416
2024$2,402 per active participant
2023$1,279 per active participant
2022$2,365 per active participant

Bronson & Bratton, Inc.'s 2024 employer contribution ran below the $2,416 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
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Investment advisory (participants)$23,339
WINTRUST INVESTMENTS · Investment advisory (plan)$16,186
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$9,385
CHARLES SCHWAB & CO., INC. · Investment management$25

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$47,259 · 0.26%
2023$47,221 · 0.29%
2022$48,744 · 0.28%
Similar plansManufacturing · Illinois
Seymour of Sycamore, Inc. IL$19.4M · 0.31%
Auto Meter Products, Inc. IL$19.3M · 0.21%
Chroma Color Corporation IL$19.3M · 0.36%
Merisant US, Inc. IL$19.1M · 0.10%
Shoup Manufacturing Co IL$19.0M · 0.37%
Mazak Optonics Corporation IL$18.9M · 0.56%
Blachford, Inc. IL$18.9M · 0.05%
Concentric Rockford Inc. IL$18.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362722700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.