Plan Ledger DOL Form 5500 · updated monthly

B.L. Harbert International, L.L.C.401(k)

B.L. HARBERT INTERNATIONAL, L.L.C. RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

B.L. Harbert International, L.L.C. reported $197,236 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,303 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 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 72nd-largest of 902 plans among Alabama employers on file, and the 591st of 5,337 in construction. In 2024, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$104,257,862
Participants with balances944
Active participants989
Employer contributions$2,277,424
Employee contributions$6,920,019
Employer contribution per active participant$2,303
Average account balance$110,443
Benefits paid to participants$12,763,108
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$104.3M · 944 accts · $2.3M emplr
2023$93.8M · 966 accts · $2.2M emplr
2022$77.7M · 1,063 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,236
Total administrative$197,236
The B.L. Harbert International, L.L.C. 401(k) match · 2024
Employer contribution per active participant$2,303
Median for plans this size$3,635
2024$2,303 per active participant
2023$2,180 per active participant
2022$2,035 per active participant

B.L. Harbert International, L.L.C.'s 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$197,236
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)indirect comp

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$197,236 · 0.20%
2023$164,561 · 0.19%
2022$177,104 · 0.21%
Same employer
Similar plansConstruction · Alabama
Brasfield & Gorrie, L.L.C. AL$492.9M · 0.04%
Robins & Morton AL$221.7M · 0.13%
Hoar Holdings, LLC AL$128.1M · 0.11%
Dunn Investment Company AL$94.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631232416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.