Brookstone Capital Management LLC401(k)
BROOKSTONE CAPITAL MANAGEMENT LLC 401(K) PLAN · WHEATON, IL · plan year 2023
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Brookstone Capital Management LLC reported $2,840 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,226 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 1 year on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Illinois (3,108th of 3,702), and 4,529th of 4,798 in finance & insurance. In 2023, employees put in $3.25 for every $1.00 the employer contributed; active participation has shrunk from 73 to 62 since 2022.
Brookstone Capital Management LLC's 2023 employer contribution ran above the $1,308 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 205073624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.