Plan Ledger DOL Form 5500 · updated monthly

J & D Brush Associates, LLC401(k)

BEAUTY BY IMAGINATION 401(K) PLAN · COMMACK, NY · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

J & D Brush Associates, LLC reported $54,108 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,227 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 0.63% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,067th of 5,648), and 2,452nd of 4,246 in wholesale trade. In 2024, employees put in $2.86 for every $1.00 the employer contributed; active participation has shrunk from 202 to 172 since 2022.

Plan summary
Net assets, end of year$14,115,840
Participants with balances254
Active participants172
Employer contributions$555,046
Employee contributions$1,586,669
Employer contribution per active participant$3,227
Average account balance$55,574
Benefits paid to participants$2,384,731
Plan auditUnmodified (clean) audit opinion
AuditorTMI CPA P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 254 accts · $555K emplr
2023$12.1M · 277 accts · $453K emplr
2022$8.4M · 244 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,675
Investment management$26,433
Total administrative$54,108
The J & D Brush Associates, LLC 401(k) match · 2024
Employer contribution per active participant$3,227
Median for plans this size$2,416
2024$3,227 per active participant
2023$2,263 per active participant
2022$1,701 per active participant

J & D Brush Associates, LLC's 2024 employer contribution ran above 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
JOHN HANCOCK · Recordkeeping · Loan processing$27,675
NFP RETIREMENT · Investment advisory (plan)$26,433

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

Recordkeeper by year2
2024John Hancock
2023ADP, KESTRA ADVISORY SERVICES

This plan has changed recordkeepers within these filings. If you left J & D Brush Associates, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$54,108 · 0.41%
2023$57,453 · 0.56%
2022$55,701 · 0.63%
Same employer
Similar plansWholesale Trade · New York
Oscar de la Renta, LLC NY$14.4M · 0.03%
Nebraskaland, Inc. NY$14.2M · 0.23%
Argo Turboserve Corporation NY$14.1M · 0.23%
United Metro Energy Corp. NY$14.0M · 0.07%
Country Life, LLC NY$13.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820640629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.