Plan Ledger DOL Form 5500 · updated monthly

Brothers Trading Co., Inc.401(k)

VICTORY WHOLESALE GROUP 401(K) PLAN · SPRINGBORO, OH · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Brothers Trading Co., Inc. reported $41,706 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,575 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 rose from 0.04% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 390th-largest of 3,295 plans among Ohio employers on file, and the 442nd of 4,246 in wholesale trade. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$94,146,900
Participants with balances465
Active participants386
Employer contributions$1,380,000
Employee contributions$2,768,104
Employer contribution per active participant$3,575
Average account balance$202,466
Benefits paid to participants$7,037,974
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.1M · 465 accts · $1.4M emplr
2023$86.9M · 470 accts · $1.5M emplr
2022$80.6M · 460 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,980
Investment management$29,726
Total administrative$41,706
The Brothers Trading Co., Inc. 401(k) match · 2024
Employer contribution per active participant$3,575
Median for plans this size$3,635
2024$3,575 per active participant
2023$3,654 per active participant
2022$4,668 per active participant

Brothers Trading Co., Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$41,706

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,706 · 0.05%
2023$34,123 · 0.04%
2022$33,526 · 0.04%
Same employer
Similar plansWholesale Trade · Ohio
Brg Sports, Inc. OH$99.4M · 0.15%
Perry Protech OH$95.7M · 0.01%
Wasserstrom Holdings, Inc. OH$95.0M · 0.13%
Clarke Power Services, Inc. OH$94.6M · 0.24%
Meridian Bioscience, Inc. OH$90.5M · 0.19%
Transtar Industries, LLC OH$85.9M · 0.11%
The Habegger Corporation OH$81.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311153662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.