Plan Ledger DOL Form 5500 · updated monthly

Frank Brunckhorst Co., LLC401(k)

FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.91%

Frank Brunckhorst Co., LLC reported $38,832 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. 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 0.77% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,585th of 3,644), and 11,458th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$4,528,322
Participants with balances139
Active participants170
Employer contributions—
Employee contributions$504,852
Employer contribution per active participant—
Average account balance$32,578
Benefits paid to participants$565,635
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSECOOPERS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 139 accts
2023$4.0M · 129 accts
2022$3.2M · 125 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,832
Total administrative$38,832
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
TRITON SERVICES CORPORATION · Recordkeeping$20,769
NATIONWIDE · Recordkeeping$44
GLOBAL RETIREMENT PARTNERS, LLC · Securities brokerage$16,864

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

Recordkeeper by year2
2024Nationwide, TRITON SERVICES CORPORATION
2023Nationwide, TRITON SERVICES CORPORATION

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,832 · 0.91%
2023$28,804 · 0.80%
2022$25,738 · 0.77%
Similar plansManufacturing · Florida
Chemical Containers, Inc. FL$4.7M · 0.07%
Atlas Paper Mills, LLC FL$4.6M · 0.61%
Gmf Construction LLC FL$4.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 110589012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.