Plan Ledger DOL Form 5500 · updated monthly

Brunswick Group, LLC401(k)

BRUNSWICK 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Brunswick Group, LLC reported $203,322 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $14,357 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 0.14% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 876th-largest of 5,648 plans among New York employers on file, and the 1,671st of 11,654 in professional & technical services. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$89,451,353
Participants with balances661
Active participants386
Employer contributions$5,541,640
Employee contributions$5,868,088
Employer contribution per active participant$14,357
Average account balance$135,327
Benefits paid to participants$10,417,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.5M · 661 accts · $5.5M emplr
2023$75.3M · 655 accts · $5.5M emplr
2022$57.8M · 645 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,272
Investment management$48,000
Audit (IQPA)$22,050
Total administrative$203,322
The Brunswick Group, LLC 401(k) match · 2024
Employer contribution per active participant$14,357
Median for plans this size$3,635
2024$14,357 per active participant
2023$13,597 per active participant
2022$10,660 per active participant

Brunswick Group, LLC's 2024 employer contribution ran above the $3,635 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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan) · Contract administrator$48,000
COHNREZNICK LLP$22,050

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$203,322 · 0.25%
2023$158,261 · 0.24%
2022$82,148 · 0.14%
Same employer
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J. Frank Associates, LLC NY$90.4M · 0.00%
Linklaters LLP NY$89.8M · 0.10%
Yext, Inc. NY$89.6M · 0.06%
Cullen & Dykman, LLP NY$89.3M · 0.00%
Liveperson, Inc. NY$87.7M · 0.15%
Icapital Network, Inc NY$85.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201591418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.