Plan Ledger DOL Form 5500 · updated monthly

The Brownstone Group, Inc.401(k)

BROWNSTONE GROUP, INC. 401K PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

The Brownstone Group, Inc. reported $30,314 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $5,162 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 1 year on file its reported administrative ratio fell from 0.56% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (3,326th of 5,688), and 589th of 786 in management of companies. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,380,804
Participants with balances224
Active participants131
Employer contributions$676,265
Employee contributions$721,248
Employer contribution per active participant$5,162
Average account balance$37,414
Benefits paid to participants$979,219
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.4M · 224 accts · $676K emplr
2023$7.1M · 209 accts · $631K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,314
Total administrative$30,314
The The Brownstone Group, Inc. 401(k) match · 2024
Employer contribution per active participant$5,162
Median for plans this size$1,313
2024$5,162 per active participant
2023$4,322 per active participant

The Brownstone Group, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$30,314
CAMBRIDGE INVESTMENT RESEARCH, INC · Investment advisory (plan) · Investment managementindirect 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
2024John Hancock
2023John Hancock

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

Administrative cost history2
2024$30,314 · 0.39%
2023$35,812 · 0.56%
Similar plansManagement of Companies · Texas
Apex Heritage Group, LLC TX$11.5M · 0.23%
Ld Services, LLC TX$10.0M · 0.74%
Openroad Opco. LLC TX$8.0M · 0.56%
Cityvet Inc. TX$6.5M · 0.78%
Paceco Investors LP TX$5.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760667202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.