Plan Ledger DOL Form 5500 · updated monthly

The Brewer Company LLC401(k)

THE BREWER COMPANY LLC 401(K) SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

The Brewer Company LLC reported $37,023 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $1,147 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 3 years on file its reported administrative ratio has held roughly steady near 0.43%. 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 Wisconsin (1,344th of 1,936), and 9,224th of 13,661 in manufacturing. In 2024, employees put in $3.85 for every $1.00 the employer contributed; active participation has shrunk from 133 to 108 since 2022.

Plan summary
Net assets, end of year$9,016,271
Participants with balances154
Active participants108
Employer contributions$123,880
Employee contributions$476,891
Employer contribution per active participant$1,147
Average account balance$58,547
Benefits paid to participants$1,079,386
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 154 accts · $124K emplr
2023$8.1M · 157 accts · $92K emplr
2022$8.0M · 171 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,023
Total administrative$37,023
The The Brewer Company LLC 401(k) match · 2024
Employer contribution per active participant$1,147
Median for plans this size$1,313
2024$1,147 per active participant
2023$889 per active participant
2022$684 per active participant

The Brewer Company LLC's 2024 employer contribution ran below the $1,313 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 · 20245
BLUE CHIP RETIREMENT PLANS · Contract administrator$2,500
EMPOWER ADVISORY GROUP, LLC · Investment management$87
WOODBURY FINANCIAL SERVICESindirect comp
OSAIC WEALTH INCindirect comp

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$37,023 · 0.43%
2023$34,637 · 0.43%
2022$37,401 · 0.44%
Same employer
Similar plansManufacturing · Wisconsin
R.G. Rezin, Inc. WI$9.1M · 0.06%
Norlen, Inc WI$9.0M · 0.63%
Ksp Group, Inc. WI$8.9M · 0.50%
N.E.W. Industries, Inc. WI$8.9M · 0.05%
Oshkosh Door Company WI$8.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391979518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.