Plan Ledger DOL Form 5500 · updated monthly

Brown Jordan Inc.401(k)

BROWN JORDAN INC. 401(K) PLAN · ST. AUGUSTINE, FL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Brown Jordan Inc. reported $97,258 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,675 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 0.14% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 656th-largest of 3,644 plans among Florida employers on file, and the 3,745th of 13,661 in manufacturing. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has shrunk from 673 to 518 since 2022.

Plan summary
Net assets, end of year$39,138,357
Participants with balances732
Active participants518
Employer contributions$867,717
Employee contributions$2,266,992
Employer contribution per active participant$1,675
Average account balance$53,468
Benefits paid to participants$6,034,022
Plan auditUnmodified (clean) audit opinion
AuditorHIGHLANDS ACCOUNTING GROUP, INC
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 732 accts · $868K emplr
2023$37.8M · 805 accts · $940K emplr
2022$34.1M · 846 accts · $856K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,577
Investment management$43,681
Audit (IQPA)$11,000
Total administrative$97,258
The Brown Jordan Inc. 401(k) match · 2024
Employer contribution per active participant$1,675
Median for plans this size$2,416
2024$1,675 per active participant
2023$1,587 per active participant
2022$1,273 per active participant

Brown Jordan Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$42,502
MERCER (US) INC · Investment management$43,681
THE HIGHLANDS ACCOUNTING GROUP · Accounting / audit$11,000

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$97,258 · 0.25%
2023$94,382 · 0.26%
2022$50,963 · 0.14%
Same employer
Similar plansManufacturing · Florida
Luminar Technologies Inc. FL$40.6M · 0.81%
Polyglass USA, Inc. FL$38.3M · 0.32%
Aero Simulation, Inc. FL$34.4M · 0.06%
Bolton Medical Inc. FL$34.2M · 0.38%
Adma Biologics, Inc. FL$32.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631127982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.