Plan Ledger DOL Form 5500 · updated monthly

Brown & Haley401(k)

BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Brown & Haley reported $6,224 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $820 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 0.18% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,488th of 1,714), and 12,201st of 13,661 in manufacturing. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,134,282
Participants with balances188
Active participants118
Employer contributions$96,718
Employee contributions$109,718
Employer contribution per active participant$820
Average account balance$16,672
Benefits paid to participants$199,751
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 188 accts · $97K emplr
2023$2.8M · 196 accts · $86K emplr
2022$2.2M · 173 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,224
Total administrative$6,224
The Brown & Haley 401(k) match · 2024
Employer contribution per active participant$820
Median for plans this size$1,313
2024$820 per active participant
2023$664 per active participant
2022$768 per active participant

Brown & Haley's 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$6,223

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$6,224 · 0.21%
2023$4,869 · 0.19%
2022$4,361 · 0.18%
Same employer
Similar plansManufacturing · Washington
Aero Precision, LLC WA$3.4M · 1.35%
Svz USA Washington, Inc. WA$3.3M · 0.18%
Imaginetics LLC WA$3.2M · 1.17%
Louws Truss, Inc. WA$3.1M · 0.96%
Fruitsmart, Inc. WA$3.1M · 0.83%
Lumicor Inc WA$2.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910157130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.