Plan Ledger DOL Form 5500 · updated monthly

Brown & James, P.C.401(k)

BROWN & JAMES, P.C. 401(K) PROFIT SHARING PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Brown & James, P.C. reported $93,732 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $10,911 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 0.12% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 242nd-largest of 1,393 plans among Missouri employers on file, and the 1,972nd of 11,654 in professional & technical services. In 2024, the employer put in $1.49 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$73,438,286
Participants with balances179
Active participants131
Employer contributions$1,429,333
Employee contributions$960,891
Employer contribution per active participant$10,911
Average account balance$410,270
Benefits paid to participants$8,732,540
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$73.4M · 179 accts · $1.4M emplr
2023$72.7M · 172 accts · $1.5M emplr
2022$61.7M · 165 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,387
Investment management$62,345
Total administrative$93,732
The Brown & James, P.C. 401(k) match · 2024
Employer contribution per active participant$10,911
Median for plans this size$3,635
2024$10,911 per active participant
2023$10,493 per active participant
2022$10,495 per active participant

Brown & James, P.C.'s 2024 employer contribution ran above the $3,635 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
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$62,345
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,387

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$93,732 · 0.13%
2023$86,363 · 0.13%
2022$80,112 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Missouri
Populous Group, LLC MO$94.9M · 0.18%
Ncm Associates, Inc. MO$86.3M · 0.10%
Ansira Partners II, LLC MO$80.9M · 0.35%
Gilmore & Bell, P.C. MO$72.5M · 0.17%
Intervision Systems, LLC MO$70.7M · 0.39%
Eiif Management USA, Inc. MO$66.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431235718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.