Plan Ledger DOL Form 5500 · updated monthly

Brown Distributing Company, LTD401(k)

401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Brown Distributing Company, LTD reported $93,969 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,116 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 3 years on file its reported administrative ratio has held roughly steady near 0.25%. 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 1,280th-largest of 5,688 plans among Texas employers on file, and the 1,071st of 4,246 in wholesale trade. In 2024, employees put in $2.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,627,793
Participants with balances283
Active participants448
Employer contributions$500,160
Employee contributions$1,274,553
Employer contribution per active participant$1,116
Average account balance$136,494
Benefits paid to participants$3,700,510
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.6M · 283 accts · $500K emplr
2023$36.5M · 301 accts · $497K emplr
2022$33.6M · 312 accts · $505K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,469
Investment management$52,000
Audit (IQPA)$8,500
Total administrative$93,969
The Brown Distributing Company, LTD 401(k) match · 2024
Employer contribution per active participant$1,116
Median for plans this size$2,416
2024$1,116 per active participant
2023$1,108 per active participant
2022$1,220 per active participant

Brown Distributing Company, LTD's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
DEFINITI, LLC · Recordkeeping$33,469
MAXWELL, LOCKE & RITTER, LLP · Investment advisory (plan) · Investment advisory (participants)$26,000
CREATIVE PLANNING HOLDCO LLC · Investment advisory (plan) · Investment advisory (participants)$26,000
PEGGY S EDGE · Accounting / audit$8,500

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

Recordkeeper by year2
2024Definiti
2023RHI

This plan has changed recordkeepers within these filings. If you left Brown Distributing Company, LTD before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,969 · 0.25%
2023$84,813 · 0.24%
2022$91,682 · 0.26%
Same employer
Similar plansWholesale Trade · Texas
The Gambrinus Company TX$45.1M · 0.13%
Vinmar International, LTD. TX$43.5M · 0.20%
Paragon Healthcare, Inc. TX$43.1M · 0.14%
Animal Supply Company LLC TX$38.9M · 0.42%
Resa Power, LLC TX$36.7M · 0.25%
Womack Machine Supply, Co. TX$36.6M · 0.25%
Kendra Scott, LLC TX$36.3M · 0.81%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 742983920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.