Plan Ledger DOL Form 5500 · updated monthly

Brutger Equities, Inc.401(k)

BRUTGER EQUITIES, INC. EMPLOYEE SAVINGS PLAN · ST. CLOUD, MN · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Brutger Equities, Inc. reported $62,083 in plan administrative expenses for 2022: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $916 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 real estate & leasing employers. By assets it is among the smaller plans on file in Minnesota (1,495th of 1,918), and 1,405th of 2,096 in real estate & leasing. In 2022, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,174,024
Participants with balances54
Active participants115
Employer contributions$105,320
Employee contributions$267,829
Employer contribution per active participant$916
Average account balance$114,334
Benefits paid to participants$167,741
Plan auditUnmodified (clean) audit opinion
AuditorELLINGSON & ELLINGSON
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,552
Investment management$45,531
Total administrative$62,083
The Brutger Equities, Inc. 401(k) match · 2022
Employer contribution per active participant$916
Median for plans this size$1,114

Brutger Equities, Inc.'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$62,083 · 0.92%
Same employer
Similar plansReal Estate & Leasing · Minnesota
Collopy Real Estate, Inc. MN$6.5M · 0.53%
Titlesmart, Inc. MN$4.6M · 0.80%
Shelter Corporation MN$3.8M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411263469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.