Plan Ledger DOL Form 5500 · updated monthly

Brunk Industries, Inc.401(k)

BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN · LAKE GENEVA, WI · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Brunk Industries, Inc. reported $116,436 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,740 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 0.41% to 0.43%. 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 661st-largest of 1,936 plans among Wisconsin employers on file, and the 4,664th of 13,661 in manufacturing. In 2024, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,500,784
Participants with balances303
Active participants303
Employer contributions$527,071
Employee contributions$1,506,665
Employer contribution per active participant$1,740
Average account balance$94,062
Benefits paid to participants$2,875,544
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 303 accts · $527K emplr
2023$25.7M · 303 accts · $493K emplr
2022$23.5M · 294 accts · $435K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,714
Investment management$57,722
Total administrative$116,436
The Brunk Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,740
Median for plans this size$2,416
2024$1,740 per active participant
2023$1,693 per active participant
2022$1,409 per active participant

Brunk Industries, 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 · 20242
WIPFLI LLP · Recordkeeping · Loan processing$58,714
CREATIVE PLANNING, LLC · Investment advisory (participants) · Investment advisory (plan)$57,722

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

Recordkeeper by year2
2024WIPFLI LLP
2023WIPFLI LLP

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Administrative cost history3
2024$116,436 · 0.43%
2023$93,168 · 0.38%
2022$104,789 · 0.41%
Same employer
Similar plansManufacturing · Wisconsin
R & B Wagner, Inc. WI$29.1M · 0.29%
The Fall River Group, Inc. WI$29.0M · 0.02%
McKinley Paper Wi Company WI$28.7M · 0.29%
Eggers Division, LLC WI$28.4M · 0.04%
Ultratec, Inc. WI$28.0M · 0.04%
Fox Valley Tool & Die, Inc. WI$28.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391022662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.