Plan Ledger DOL Form 5500 · updated monthly

B-H Transfer Company401(k)

B-H TRANSFER COMPANY 401(K) PLAN · SANDERSVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.50%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

B-H Transfer Company reported $44,872 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,279 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,266th of 2,160), and the 1,175th of 2,677 in transportation & warehousing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,796,167
Participants with balances186
Active participants166
Employer contributions$212,373
Employee contributions$475,084
Employer contribution per active participant$1,279
Average account balance$52,668
Benefits paid to participants$472,504
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 186 accts · $212K emplr
2023$8.3M · 180 accts · $182K emplr
2022$6.7M · 192 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,649
Investment management$14,223
Total administrative$44,872
The B-H Transfer Company 401(k) match · 2024
Employer contribution per active participant$1,279
Median for plans this size$1,313
2024$1,279 per active participant
2023$1,146 per active participant
2022$1,165 per active participant

B-H Transfer Company's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PNC BANK NA · Investment advisory (plan)$13,768
EMPOWER ADVISORY GROUP, LLC · Investment management$455

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$44,872 · 0.50%
2023$36,828 · 0.49%
2022$35,428 · 0.48%
Same employer
Similar plansTransportation & Warehousing · Georgia
Howard Sheppard, LLC GA$10.7M · 0.35%
Helicopter Express, Inc. GA$10.7M · 0.97%
WARE2GO Inc. GA$9.2M · 0.65%
Howard Sheppard, LLC GA$8.7M · 0.56%
Staci Americas LLC GA$8.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581108979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.