Plan Ledger DOL Form 5500 · updated monthly

Brunsell Brothers LTD401(k)

BRUNSELL BROTHERS LTD. 401(K) RETIREMENT PLAN · MADISON, WI · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Brunsell Brothers LTD reported $22,365 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $639 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,666th of 1,936), and 3,929th of 5,215 in retail trade. In 2022, employees put in $5.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,436,743
Participants with balances89
Active participants94
Employer contributions$60,037
Employee contributions$307,934
Employer contribution per active participant$639
Average account balance$49,851
Benefits paid to participants$8,506
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
The Brunsell Brothers LTD 401(k) match · 2022
Employer contribution per active participant$639
Median for plans this size$1,114

Brunsell Brothers LTD's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,365 · 0.47%
Same employer
Similar plansRetail Trade · Wisconsin
Miller and Sons, Inc. WI$4.9M · 0.64%
Marling Lumber Company WI$4.8M · 0.79%
Buechel Stone Corp. WI$4.7M · 0.78%
Viking Village, Inc WI$4.4M · 1.04%
Hayat Pharmacy, LLC WI$3.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391193262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.