Retirement plan

BRONSON & BRATTON, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

Name: BRONSON & BRATTON, INC. - BRONSON & BRATTON, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: BRONSON & BRATTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRONSON & BRATTON, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN, BRONSON & BRATTON, INC.

BRONSON & BRATTON, INC.EIN 36-2722700Plan #001PY 2024

220 SHORE DRIVE - BURR RIDGE, IL 60527630-986-1815bronsonandbratton.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$19M

+8.7% from 2023

Total participants

114

-5.0% from 2023

Average account balance

$167,053

+14.4% from 2023

Annual return

14.80%

-3.57 pp from 2023

Benchmarks

See 14,164 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,164 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$167K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

114

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$723K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$415

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 OF AMERICA · GREENWOOD VILLAGE, CO 80111	Contract Administrator	$23,339
WINTRUST INVESTMENTS LLC3 years Filed as: WINTRUST INVESTMENTS Service code 27 231 S LASALLE ST · CHICAGO, IL 606041471	Advisory (Plan)	$16,186
ONEDIGITAL INVESTMENT ADVISORS LLC1 year Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399	Advisory (Plan)	$9,385
CHARLES SCHWAB & CO., INC.10+ years Service code 28 · EIN 94-1737782	Investment Management	$25

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$47K

$537 / participant

Investment mgmt$26K54.1%
Contract admin$22K45.9%

% of EOY assets

0.248%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$167,053

$86,938+92.2%

$102,423+63.1%

$80,925+106.4%

Participation rate

100.0%

72.4%+27.6pp

76.5%+23.5pp

67.7%+32.3pp

Annual return

14.80%

18.89%-4.1pp

29.42%-14.6pp

35.65%-20.9pp

Employer contribution / active EE

$2,402

$2,369+1.4%

$3,023-20.6%

$2,756-12.9%

Participant deferral / active EE

$5,812

$4,120+41.1%

$5,054+15.0%

$4,299+35.2%

Admin fee / account holder

$415

$8,053-94.9%

$9,455-95.6%

$6,940-94.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 13

OF AMERICA · GREENWOOD VILLAGE, CO 80111

Contract Administrator

$23,339

WINTRUST INVESTMENTS LLC3 years

Filed as: WINTRUST INVESTMENTS

Service code 27

231 S LASALLE ST · CHICAGO, IL 606041471

Advisory (Plan)

$16,186

ONEDIGITAL INVESTMENT ADVISORS LLC1 year

Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC

Service code 27

PO BOX 735399 · DALLAS, TX 753735399

Advisory (Plan)

$9,385

CHARLES SCHWAB & CO., INC.10+ years

Service code 28 · EIN 94-1737782

Investment Management

$25

BRONSON & BRATTON, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRONSON & BRATTON, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion