Plan Ledger DOL Form 5500 · updated monthly

Brown Winick Law Firm401(k)

BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN · DES MOINES, IA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Brown Winick Law Firm reported $68,053 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $13,704 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 fell from 0.21% to 0.12%. 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 152nd-largest of 878 plans among Iowa employers on file, and the 2,265th of 11,654 in professional & technical services. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 130 to 168 since 2022.

Plan summary
Net assets, end of year$62,772,988
Participants with balances207
Active participants168
Employer contributions$2,302,293
Employee contributions$1,811,383
Employer contribution per active participant$13,704
Average account balance$303,251
Benefits paid to participants$4,035,644
Plan auditUnmodified (clean) audit opinion
AuditorBERGAN KDV
Plan history3
Yearassets · accounts · employer contribution
2024$62.8M · 207 accts · $2.3M emplr
2023$54.4M · 197 accts · $2.1M emplr
2022$43.3M · 217 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,290
Investment management$57,500
Trustee / custodial$8,263
Total administrative$68,053
The Brown Winick Law Firm 401(k) match · 2024
Employer contribution per active participant$13,704
Median for plans this size$3,635
2024$13,704 per active participant
2023$14,539 per active participant
2022$15,016 per active participant

Brown Winick Law Firm'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
BANKERS TRUST COMPANY · Recordkeeping · Trustee$10,553
CAPTRUST FINANCIAL ADVISORS · Investment advisory (plan) · Investment management$57,500

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

Recordkeeper by year2
2024BANKERS TRUST COMPANY
2023BANKERS TRUST COMPANY

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

Administrative cost history3
2024$68,053 · 0.12%
2023$74,909 · 0.15%
2022$98,018 · 0.21%
Same employer
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Honkamp Krueger & Co., P.C. IA$66.3M · 0.21%
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Rdg Planning & Design, Inc. IA$57.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420704554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.