Plan Ledger DOL Form 5500 · updated monthly

J.F. Brennan Company, Inc.401(k)

BRENNAN COMPANIES 401(K) AND PROFIT SHARING PLAN · LACROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

J.F. Brennan Company, Inc. reported $118,694 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,284 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 0.33% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 440th-largest of 1,936 plans among Wisconsin employers on file, and the 1,105th of 5,337 in construction. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 278 to 318 since 2022.

Plan summary
Net assets, end of year$46,634,389
Participants with balances338
Active participants318
Employer contributions$1,680,211
Employee contributions$3,365,853
Employer contribution per active participant$5,284
Average account balance$137,972
Benefits paid to participants$3,216,112
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$46.6M · 338 accts · $1.7M emplr
2023$39.4M · 349 accts · $1.4M emplr
2022$30.0M · 337 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,944
Investment management$57,752
Audit (IQPA)$4,998
Total administrative$118,694
The J.F. Brennan Company, Inc. 401(k) match · 2024
Employer contribution per active participant$5,284
Median for plans this size$2,416
2024$5,284 per active participant
2023$4,899 per active participant
2022$4,435 per active participant

J.F. Brennan Company, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$3,555
PRIVATE ADVISOR GROUP LL · Investment advisory (plan)$65,292
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$52,229
WIPFLI LLP · Accounting / audit$5,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$118,694 · 0.28%
2023$111,823 · 0.32%
2022$105,108 · 0.33%
Same employer
Similar plansConstruction · Wisconsin
Century Companies, Inc WI$52.4M · 0.07%
Century Fence Co. WI$47.2M · 0.17%
Hooper Corporation WI$46.4M · 0.13%
McC, Inc. WI$40.1M · 0.27%
Haas Sons, Inc. WI$39.5M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390962285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.