Plan Ledger DOL Form 5500 · updated monthly

Bruno Independent Living Aids, Inc.401(k)

BRUNO INDEPENDENT LIVING AIDS, INC. 401(K) PLAN AND TRUST · OCONOMOWOC, WI · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Bruno Independent Living Aids, Inc. reported $165,445 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,461 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 0.48% to 0.45%. 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 505th-largest of 1,936 plans among Wisconsin employers on file, and the 3,744th of 13,661 in manufacturing. In 2024, employees put in $4.36 for every $1.00 the employer contributed; active participation has grown from 363 to 409 since 2022.

Plan summary
Net assets, end of year$39,140,202
Participants with balances468
Active participants409
Employer contributions$597,682
Employee contributions$2,605,041
Employer contribution per active participant$1,461
Average account balance$83,633
Benefits paid to participants$1,110,582
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 468 accts · $598K emplr
2023$33.7M · 436 accts · $548K emplr
2022$28.5M · 431 accts · $513K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,073
Investment management$54,372
Total administrative$165,445
The Bruno Independent Living Aids, Inc. 401(k) match · 2024
Employer contribution per active participant$1,461
Median for plans this size$2,416
2024$1,461 per active participant
2023$1,386 per active participant
2022$1,412 per active participant

Bruno Independent Living Aids, 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
LINCOLN NATIONAL CORPORATION · Contract administrator$111,073
UBS FINANCIAL SERVICES, INC.$54,372

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$165,445 · 0.45%
2023$146,175 · 0.47%
2022$144,610 · 0.48%
Same employer
Similar plansManufacturing · Wisconsin
Team Industries, Inc. WI$40.5M · 0.24%
Fisher-Barton Inc. WI$40.0M · 0.45%
Sussex Im, Inc. WI$39.5M · 0.17%
Merrill Iron & Steel, Inc. WI$39.2M · 0.32%
Palermo Villa, Inc. WI$38.9M · 0.41%
Hentzen Coatings, Inc. WI$38.9M · 0.19%
Badger Plug Company WI$38.9M · 0.13%
Quality Liquid Feeds, Inc. WI$38.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351583691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.