Plan Ledger DOL Form 5500 · updated monthly

The Brewer-Garrett Company401(k)

THE BREWER-GARRETT COMPANY 401(K) PS PLAN · MIDDLEBURG HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

The Brewer-Garrett Company reported $85,671 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,387 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 0.37%. 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 1,140th-largest of 3,295 plans among Ohio employers on file, and the 1,759th of 5,337 in construction. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 144 to 200 since 2022.

Plan summary
Net assets, end of year$24,574,038
Participants with balances252
Active participants200
Employer contributions$477,367
Employee contributions$818,802
Employer contribution per active participant$2,387
Average account balance$97,516
Benefits paid to participants$1,529,788
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.6M · 252 accts · $477K emplr
2023$22.0M · 222 accts · $445K emplr
2022$18.8M · 218 accts · $573K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,305
Investment management$67,366
Total administrative$85,671
The The Brewer-Garrett Company 401(k) match · 2024
Employer contribution per active participant$2,387
Median for plans this size$2,416
2024$2,387 per active participant
2023$3,048 per active participant
2022$3,978 per active participant

The Brewer-Garrett Company's 2024 employer contribution ran below 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$18,305
ANCORA RETIREMENT ADVISORS · Investment advisory (plan)$70,530

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$85,671 · 0.37%
2023$81,206 · 0.40%
2022$76,449 · 0.38%
Same employer
Similar plansConstruction · Ohio
Sims-Lohman, Inc. OH$25.8M · 0.65%
The Ruhlin Company OH$25.6M · 0.24%
United Group Services, Inc. OH$25.4M · 0.27%
Smoot Corporation OH$24.5M · 0.07%
Donley Companies, Inc. OH$24.2M · 0.39%
Hgc Construction Co. OH$23.9M · 0.50%
E.S. Wagner Company OH$23.7M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340836142 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.