Plan Ledger DOL Form 5500 · updated monthly

B. J. Baldwin Electric, Inc.401(k)

B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN · NARVON, PA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

B. J. Baldwin Electric, Inc. reported $76,169 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $992 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 2 years on file its reported administrative ratio fell from 0.33% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,242nd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,602nd of 5,337 in construction. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,074,442
Participants with balances276
Active participants394
Employer contributions$390,737
Employee contributions$1,127,854
Employer contribution per active participant$992
Average account balance$101,719
Benefits paid to participants$3,537,024
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 276 accts · $391K emplr
2023$26.8M · 267 accts · $363K emplr
2022$24.7M · 269 accts · $377K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,314
Investment management$44,855
Total administrative$76,169
The B. J. Baldwin Electric, Inc. 401(k) match · 2024
Employer contribution per active participant$992
Median for plans this size$2,416
2024$992 per active participant
2023$901 per active participant
2022$955 per active participant

B. J. Baldwin Electric, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$32,563
FIDELITY WORKPLACE SERVICES, LLC · Plan administrator · Trustee (discretionary)$31,314
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,293

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$76,169 · 0.28%
2023$67,891 · 0.26%
2022$87,884 · 0.33%
Same employer
Similar plansConstruction · Pennsylvania
Ecigroup PA$29.9M · 0.35%
Schlouch Incorporated PA$29.2M · 0.09%
Reh Holdings, Inc. PA$28.5M · 0.25%
Lobar, Inc. PA$28.2M · 0.37%
Fine Line Homes, Inc. PA$27.9M · 0.03%
Stewart & Tate, Inc. PA$27.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232066282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.