Plan Ledger DOL Form 5500 · updated monthly

Ba Holdings, Inc.401(k)

BA HOLDINGS, INC. SAVINGS PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ba Holdings, Inc. reported $166,558 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,542 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 0.13% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,359th-largest of 9,483 plans among California employers on file, and the 2,531st of 13,661 in manufacturing. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,586,210
Participants with balances980
Active participants816
Employer contributions$2,074,163
Employee contributions$2,878,837
Employer contribution per active participant$2,542
Average account balance$68,966
Benefits paid to participants$10,269,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.6M · 980 accts · $2.1M emplr
2023$64.8M · 943 accts · $2.0M emplr
2022$62.2M · 963 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,068
Investment management$47,250
Audit (IQPA)$30,240
Total administrative$166,558
The Ba Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,542
Median for plans this size$3,635
2024$2,542 per active participant
2023$2,578 per active participant
2022$2,539 per active participant

Ba Holdings, Inc.'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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$89,068
MARSH AND MCLENNAN COMPANIES, · Investment management$47,250
CLIFTON LARSON ALLEN LLP · Accounting / audit$30,240

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab, T. Rowe Price

This plan has changed recordkeepers within these filings. If you left Ba 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$166,558 · 0.25%
2023$80,652 · 0.13%
2022$92,155 · 0.13%
Same employer
Similar plansManufacturing · California
Ngk Electronics USA, Inc. CA$68.7M · 0.03%
Wella Operations US LLC CA$67.8M · 0.40%
Datadirect Networks, Inc. CA$66.0M · 0.17%
Taylor-Listug, Inc. CA$65.8M · 0.20%
Jacuzzi Brands LLC CA$65.5M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330712701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.