Retirement plan

EARL BROWN & SONS INC. 401K PROFIT SHARING PLAN AND TRUST SALARY & SUPERVISORS

Name: EARL BROWN & SONS INC. - EARL BROWN & SONS INC. 401K PROFIT SHARING PLAN AND TRUST SALARY & SUPERVISORS (2024) Form 5500
Creator: EARL BROWN & SONS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARL BROWN & SONS INC. 401K PROFIT SHARING PLAN AND TRUST SALARY & SUPERVISORS, EARL BROWN & SONS INC.

EARL BROWN & SONS INC.EIN 93-0693881Plan #003PY 2024

PO BOX 249 - MILTON FREEWATER, OR 978621942541-938-6645

Other plans on this EIN

1 filing

#001Retirement-$596K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$780K

+24.0% from 2023

Total participants

-43.5% from 2023

Average account balance

$65,024

+75.7% from 2023

Annual return

13.97%

+0.60 pp from 2023

Benchmarks

See 6,255 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort6,255 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$780K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

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

+13.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1506

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$18K

$1807 / participant

Other / not subdivided$18K100.0%

% of EOY assets

2.316%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,024

$150,412-56.8%

$120,574-46.1%

$145,884-55.4%

Participation rate

90.0%

78.8%+11.2pp

71.9%+18.1pp

80.3%+9.7pp

Annual return

13.97%

154.50%-140.5pp

107.42%-93.5pp

551.85%-537.9pp

Employer contribution / active EE

$3,623

$4,355-16.8%

$3,471+4.4%

$4,662-22.3%

Participant deferral / active EE

$4,488

$6,175-27.3%

$4,996-10.2%

$6,690-32.9%

Admin fee / account holder

$1,506

$12,224-87.7%

$9,445-84.1%

$13,392-88.8%

EARL BROWN & SONS INC. 401K PROFIT SHARING PLAN AND TRUST SALARY & SUPERVISORS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARL BROWN & SONS INC. 401K PROFIT SHARING PLAN AND TRUST SALARY & SUPERVISORS

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