Plan Ledger DOL Form 5500 · updated monthly

Brooks, Inc.401(k)

BROOKS PROFIT SHARING AND 401(K) PLAN · SUN PRAIRIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Brooks, Inc. reported $28,996 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,587 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 739th-largest of 1,936 plans among Wisconsin employers on file, and the 1,597th of 4,246 in wholesale trade. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$24,712,954
Participants with balances117
Active participants90
Employer contributions$592,847
Employee contributions$587,943
Employer contribution per active participant$6,587
Average account balance$211,222
Benefits paid to participants$2,833,467
Plan auditUnmodified (clean) audit opinion
AuditorBRIDGE CPA PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,297
Investment management$3,699
Total administrative$28,996
The Brooks, Inc. 401(k) match · 2024
Employer contribution per active participant$6,587
Median for plans this size$2,416

Brooks, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$3,699

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

Administrative cost history1
2024$28,996 · 0.12%
Similar plansWholesale Trade · Wisconsin
Uniek, Inc. WI$26.8M · 0.16%
Holiday Wholesale, Inc. WI$25.7M · 0.43%
All States AG Parts, LLC WI$25.1M · 0.31%
Nassco, Inc. WI$24.8M · 0.33%
Ver Halen, Inc. WI$23.5M · 0.43%
The Delong Co Inc WI$23.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390797227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.