Plan Ledger DOL Form 5500 · updated monthly

The Martin Brower Company, L.L.C.Profit-sharing plan

THE MARTIN-BROWER COMPANY CONSOLIDATED PENSION PLAN · ROSEMONT, IL · plan year 2023

Reported admin expense ratio · 2023
1.36%

The Martin Brower Company, L.L.C. reported $1,208,274 in plan administrative expenses for 2023: 1.36% of average plan assets, higher than ~90% of peers. 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 0.58% to 2.62%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 614th-largest of 3,702 plans among Illinois employers on file, and the 263rd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$89,052,387
Participants with balances—
Active participants1,036
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$4,257,398
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66K · $2.0M emplr
2023$89.1M
2022$88.8M · $7.6M emplr
Administrative expenses, itemized · 2023
Investment management$15,710
Audit (IQPA)$262,759
Total administrative$1,208,274
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20236
JOHN HANCOCK RETIREMENT SRVCS · Recordkeeping$705,453
WINSTON & STRAWN LLP · Legal$172,705
EVERCORE GROUP · Investment advisory (plan)$42,476
CAPITAL STRATEGIES GROUP, INC. · Investment advisory (plan)$36,050
BAKER TILLY · Accounting / audit$15,710
WILLIS TOWERS · Investment advisory (plan)$11,529

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 history3
2024$1,166,723 · 2.62%
2023$1,208,274 · 1.36%
2022$687,077 · 0.58%
Similar plansTransportation & Warehousing · Illinois
M. H. Logistics Corporation IL$114.9M · 0.07%
Cj Logistics America, LLC IL$106.8M · 0.21%
Long Iron Services LLC IL$102.2M · 0.22%
Quantix Scs, LLC IL$85.2M · 0.15%
Stg Logistics, Inc. IL$63.9M · 0.50%
Cassens Transport Company IL$61.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364221605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.