Department of Labor filing

BROWN JORDAN INC.

BROWN JORDAN INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,675

Reported employer contributions per active participant.

Higher than about 78% of comparable plans

#People in the filing

518

Active participants reported for 2024.

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

¢Visible plan-paid fees

$110 / participant

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

Lower cost than about 39% of comparable plans

↗Investment performance

Not available

Plan assets changed 3.5%, 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 · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions78th percentileTypical peer $931 · based on 41 comparable plans

Lower reported administrative expense39th percentileTypical peer $99 · based on 44 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, BROWN JORDAN INC. reported $867,717 in employer contributions across the plan and 518 active participants. That works out to $1,675 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 proxy66%

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 31.6%

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

Expense trendUp 115.7%

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

Peer context66/100

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: $867,717
Participant contributions: $2,266,992
Other contributions: $501,084
Employer share of reported contributions: 27.7%
Beginning assets: $37,826,756
Ending assets: $39,138,357
Ending net assets: $39,138,357
Ending liabilities: Not reported
Total income: $7,471,178
Total expenses: $6,159,577
Administrative expenses: $97,258
Participant loans: $656,169

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

$1,273

2023

$1,587

2024

$1,675

Plan-paid administrative expenses per participant

2022

$51

2023

$101

2024

$110

Active participants

2022

673

2023

592

2024

518

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,675	518	39.1M	20250829110537NAL0006170003001
2023	$1,587	592	37.8M	20240918125620NAL0006294304001
2022	$1,273	673	34.1M	20230813115922NAL0064248338001

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: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 631127982-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 1992
Industry: Industry group 337
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

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
CHARLES SCHWAB & CO. INC. AND AFFIL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250829110537NAL0006170003001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗