Plan Ledger DOL Form 5500 · updated monthly

Brt, Inc.401(k)

BRT, INC. 401(K) PLAN · PARKESBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Brt, Inc. reported $51,091 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $786 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 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,830th of 3,651), and 1,576th of 2,677 in transportation & warehousing. In 2024, employees put in $6.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,456,626
Participants with balances140
Active participants121
Employer contributions$95,106
Employee contributions$639,322
Employer contribution per active participant$786
Average account balance$38,976
Benefits paid to participants$1,173,173
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 140 accts · $95K emplr
2023$5.3M · 144 accts · $112K emplr
2022$4.3M · 141 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,246
Investment management$24,845
Total administrative$51,091
The Brt, Inc. 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$1,313
2024$786 per active participant
2023$852 per active participant
2022$861 per active participant

Brt, Inc.'s 2024 employer contribution ran below the $1,313 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
SAVANT CAPITAL LLC · Investment advisory (plan)$22,117
PA RETIREMENT SOLUTIONS INC · Contract administrator$6,225

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$51,091 · 0.95%
2023$45,152 · 0.94%
2022$42,913 · 0.93%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
M&C Trucking Company PA$5.9M · 0.59%
Flagger Force, LLC PA$5.5M · 2.56%
Penn Tank Lines, Inc PA$5.5M · 0.15%
H.E. Rohrer, Inc. PA$5.3M · 0.80%
All Ways Safe, LLC PA$4.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232739555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.