Department of Labor filing

B.R. FUNSTEN & COMPANY, INC

B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,322

Reported employer contributions per active participant.

Higher than about 57% of comparable plans

#People in the filing

162

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$339 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 17% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions57th percentileTypical peer $2,059 · based on 1,266 comparable plans

Lower reported administrative expense17th percentileTypical peer $195 · based on 1,288 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, B.R. FUNSTEN & COMPANY, INC reported $376,147 in employer contributions across the plan and 162 active participants. That works out to $2,322 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy57%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 167.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 42.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context45/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $376,147
Participant contributions: $848,367
Other contributions: Not reported
Employer share of reported contributions: 30.7%
Beginning assets: $17,580,443
Ending assets: $19,190,665
Ending net assets: $19,190,665
Ending liabilities: $0
Total income: $3,741,627
Total expenses: $2,131,405
Administrative expenses: $139,006
Participant loans: $435,985

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$870

2023

2024

$2,322

Plan-paid administrative expenses per participant

2022

$238

2023

$228

2024

$339

Active participants

2022

265

2023

228

2024

162

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,322	162	19.2M	20251008130117NAL0005578225001
2023	$0	228	17.6M	20241014145111NAL0015138515001
2022	$870	265	15.7M	20231010175340NAL0028834545001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 941369591-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 1, 1982
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2S2E3D2G2J2K2R2F2T3F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CAMBRIDGE INVESTMENT RESEARCH	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251008130117NAL0005578225001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗