Brakebush Brothers 401(k) match, vesting and fees
What Brakebush Brothers' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services, LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Brakebush Brothers: employer contribution per participant | $1,396 | |
| Peer median | $2,413 |
| Brakebush Brothers: average balance | $41,343 | |
| Peer median | $86,456 |
| Brakebush Brothers: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $135M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,297 | $135M | $4.5M | $1,396 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Brakebush Brothers match 401(k) contributions?
The match terms for the Brakebush Brothers, Inc. Employees Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.5M in employer contributions, about $1,396 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brakebush Brothers 401(k) match vested?
The vesting schedule for the Brakebush Brothers, Inc. Employees Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brakebush Brothers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services, LLC. The plan administrator is Brakebush Brothers, Inc..
I left Brakebush Brothers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brakebush Brothers, Inc., (608) 296-2121) or the recordkeeper, Oneamerica Retirement Services, LLC. The Brakebush Brothers old 401(k) page lists the contacts from every plan filing. Find an old Brakebush Brothers 401(k)
Data from the public Form 5500 annual reports Brakebush Brothers filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brakebush Brothers. Not financial advice. Report a correction · Methodology