Plan Ledger DOL Form 5500 · updated monthly

Brownell Talbot School401(k)

BROWNELL TALBOT SCHOOL DC RETIREMENT PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Brownell Talbot School reported $20,457 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,605 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 0.33% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Nebraska (288th of 565), and 1,743rd of 3,091 in educational services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has shrunk from 112 to 87 since 2022.

Plan summary
Net assets, end of year$16,481,513
Participants with balances148
Active participants87
Employer contributions$226,594
Employee contributions$421,802
Employer contribution per active participant$2,605
Average account balance$111,362
Benefits paid to participants$1,363,652
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 148 accts · $227K emplr
2023$15.2M · 154 accts · $219K emplr
2022$13.7M · 134 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,457
Total administrative$20,457
The Brownell Talbot School 401(k) match · 2024
Employer contribution per active participant$2,605
Median for plans this size$2,416
2024$2,605 per active participant
2023$2,494 per active participant
2022$1,940 per active participant

Brownell Talbot School's 2024 employer contribution ran above 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$19,696

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$20,457 · 0.13%
2023$49,916 · 0.35%
2022$42,700 · 0.33%
Similar plansEducational Services · Nebraska
Doane University NE$47.7M · 0.21%
Midland University NE$21.9M · 0.27%
Marian High School NE$10.7M · 0.11%
York University NE$2.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470376595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.