Plan Ledger DOL Form 5500 · updated monthly

Twg Brl, LLC dba Big Red Liquors401(k)

BIG RED LIQUORS RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Twg Brl, LLC dba Big Red Liquors reported $30,177 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $535 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 rose from 0.09% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Indiana (1,105th of 1,562), and 3,505th of 4,246 in wholesale trade. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,984,390
Participants with balances146
Active participants269
Employer contributions$143,897
Employee contributions$286,753
Employer contribution per active participant$535
Average account balance$40,989
Benefits paid to participants$482,560
Plan auditUnmodified (clean) audit opinion
AuditorPILE CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 146 accts · $144K emplr
2023$5.2M · 145 accts · $148K emplr
2022$3.6M · 114 accts · $141K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,177
Total administrative$30,177
The Twg Brl, LLC dba Big Red Liquors 401(k) match · 2024
Employer contribution per active participant$535
Median for plans this size$1,313
2024$535 per active participant
2023$573 per active participant
2022$556 per active participant

Twg Brl, LLC dba Big Red Liquors's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$30,177 · 0.54%
2023$8,077 · 0.18%
2022$3,400 · 0.09%
Similar plansWholesale Trade · Indiana
J.O. Mory, Inc. IN$7.7M · 0.92%
Robert Dietrick Co., Inc. IN$6.5M · 0.48%
Metalx, LLC IN$5.4M · 0.61%
Evapar, Inc. IN$5.2M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843174094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.