Plan Ledger DOL Form 5500 · updated monthly

B+T Group Holdings, Inc401(k)

B+T GROUP HOLDINGS RETIREMENT SAVINGS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

B+T Group Holdings, Inc reported $13,325 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,749 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 rose from 0.03% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oklahoma (398th of 724), and 7,979th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 164 to 68 since 2022.

Plan summary
Net assets, end of year$10,072,876
Participants with balances92
Active participants68
Employer contributions$186,904
Employee contributions$419,855
Employer contribution per active participant$2,749
Average account balance$109,488
Benefits paid to participants$1,375,348
Plan auditUnmodified (clean) audit opinion
AuditorARMANINOLLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 92 accts · $187K emplr
2023$9.5M · 120 accts · $262K emplr
2022$7.9M · 138 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,350
Audit (IQPA)$9,975
Total administrative$13,325
The B+T Group Holdings, Inc 401(k) match · 2024
Employer contribution per active participant$2,749
Median for plans this size$1,313
2024$2,749 per active participant
2023$3,015 per active participant
2022$2,120 per active participant

B+T Group Holdings, Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$59,408
ARMANINO LLP · Accounting / audit$9,975

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left B+T Group Holdings, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,325 · 0.14%
2023$11,978 · 0.14%
2022$2,753 · 0.03%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 472588961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.