Plan Ledger DOL Form 5500 · updated monthly

Brownstein Group, Inc.401(k)

THE BROWNSTEIN GROUP PROFIT SHARING 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Brownstein Group, Inc. reported $87,471 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10,582 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 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (1,901st of 3,651), and 6,716th of 11,654 in professional & technical services. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,441,667
Participants with balances100
Active participants66
Employer contributions$698,417
Employee contributions$631,147
Employer contribution per active participant$10,582
Average account balance$144,417
Benefits paid to participants$486,798
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.4M · 100 accts · $698K emplr
2022$9.6M · 93 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,471
Total administrative$87,471
The Brownstein Group, Inc. 401(k) match · 2024
Employer contribution per active participant$10,582
Median for plans this size$2,416
2024$10,582 per active participant
2022$4,548 per active participant

Brownstein Group, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$4,329
MY BENEFITS, LLC · Contract administrator$1,875
OSAIC WEALTH, INC.indirect comp

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

Administrative cost history2
2024$87,471 · 0.66%
2022$69,217 · 0.67%
Similar plansProfessional & Technical Services · Pennsylvania
Rizzo International, Inc. PA$14.7M · 0.09%
Science History Institute PA$14.5M · 0.08%
Property Management, Inc. PA$14.4M · 0.49%
Almirall LLC PA$14.1M · 0.44%
Aclaris Therapeutics Inc PA$14.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232055594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.