Plan Ledger DOL Form 5500 · updated monthly

Baillie Lumber Co., L.P.Profit-sharing plan

BAILLIE LUMBER CO., L.P. 401(K) PLAN · HAMBURG, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Baillie Lumber Co., L.P. reported $87,304 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $760 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 0.17% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 955th-largest of 5,648 plans among New York employers on file, and the 521st of 4,246 in wholesale trade. In 2024, employees put in $6.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,791,411
Participants with balances1,029
Active participants861
Employer contributions$654,484
Employee contributions$3,982,514
Employer contribution per active participant$760
Average account balance$76,571
Benefits paid to participants$9,675,417
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW & KERSHNE
Plan history3
Yearassets · accounts · employer contribution
2024$78.8M · 1,029 accts · $654K emplr
2023$73.6M · 1,223 accts · $811K emplr
2022$63.0M · 1,075 accts · $720K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,240
Investment management$48,064
Total administrative$87,304
Employer contributions to the Baillie Lumber Co., L.P. plan · 2024
Employer contribution per active participant$760
Median for plans this size$3,635
2024$760 per active participant
2023$884 per active participant
2022$762 per active participant

Baillie Lumber Co., L.P.'s 2024 employer contribution ran below the $3,635 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
EMPOWER LIFE & ANNUITY INSURANCE CO · Recordkeeping · Loan processing$88,500
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$40,000
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$8,064

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,304 · 0.11%
2023$73,953 · 0.11%
2022$120,560 · 0.17%
Same employer
Similar plansWholesale Trade · New York
Krasdale Foods, Inc. NY$90.1M · 0.04%
Richline Group, Inc. NY$88.5M · 0.08%
Parts Authority LLC NY$77.5M · 0.52%
P. Kaufmann, Inc. NY$76.1M · 0.27%
Remy Cointreau USA Inc. NY$73.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161439224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.