Plan Ledger DOL Form 5500 · updated monthly

Tall Brown Dog, LLC401(k)

TALL BROWN DOG RETIREMENT PLAN · GRAND RAPIDS, MI · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Tall Brown Dog, LLC reported $17,320 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $338 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 0.27% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Michigan (2,384th of 2,619), and 1,980th of 2,534 in administrative & support services. In 2024, employees put in $7.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,844,604
Participants with balances160
Active participants126
Employer contributions$42,635
Employee contributions$298,407
Employer contribution per active participant$338
Average account balance$11,529
Benefits paid to participants$328,573
Plan auditUnmodified (clean) audit opinion
AuditorVANDERPLOEG, BERGAKKER & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 160 accts · $43K emplr
2023$1.6M · 132 accts · $61K emplr
2022$1.2M · 179 accts · $66K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,263
Investment management$5,057
Total administrative$17,320
The Tall Brown Dog, LLC 401(k) match · 2024
Employer contribution per active participant$338
Median for plans this size$1,313
2024$338 per active participant
2023$465 per active participant
2022$499 per active participant

Tall Brown Dog, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,263
CALDER INVESTMENT ADVISORS · Investment advisory (plan)$5,057

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$17,320 · 1.01%
2023$3,390 · 0.24%
2022$2,803 · 0.27%
Same employer
Similar plansAdministrative & Support Services · Michigan
Otterbase, Inc. MI$2.1M · 0.04%
Diag Partners MI$1.9M · 0.52%
Displaymax Inc MI$1.6M · 1.43%
Infotree Service Inc MI$1.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383576985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.