Plan Ledger DOL Form 5500 · updated monthly

The Brandt Companies, LLC401(k)

BRANDT 401(K) RETIREMENT PLAN · CARROLLTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

The Brandt Companies, LLC reported $134,495 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,775 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 0.23% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 854th-largest of 5,688 plans among Texas employers on file, and the 841st of 5,337 in construction. In 2024, employees put in $3.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,297,403
Participants with balances926
Active participants649
Employer contributions$1,151,680
Employee contributions$4,347,719
Employer contribution per active participant$1,775
Average account balance$73,755
Benefits paid to participants$6,522,513
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $1.3M emplr
2024$68.3M · 926 accts · $1.2M emplr
2023$59.8M · 882 accts · $1.7M emplr
2022$51.0M · 973 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,495
Total administrative$134,495
The The Brandt Companies, LLC 401(k) match · 2024
Employer contribution per active participant$1,775
Median for plans this size$3,635
2024$1,775 per active participant
2023$2,483 per active participant
2022$1,894 per active participant

The Brandt Companies, LLC's 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$134,495

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

Administrative cost history4
2025Not separately reported
2024$134,495 · 0.21%
2023$126,559 · 0.23%
2022$130,454 · 0.23%
Similar plansConstruction · Texas
Aquinas Companies, LLC TX$73.4M · 0.20%
Ibew Local Union No. 60 TX$71.8M · 0.75%
Wilks Brothers, LLC TX$68.2M · 0.11%
Chesmar Homes LLC TX$66.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371652957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.