Plan Ledger DOL Form 5500 · updated monthly

Bald Hill Realty Co401(k)

BALD HILL REALTY CO 401(K) PROFIT SHARING PLAN AND TRUST · WARWICK, RI · plan year 2022

Reported admin expense ratio · 2022
0.50%

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

Bald Hill Realty Co reported $15,806 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. Employer contributions averaged $860 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Rhode Island (254th of 286), and 4,353rd of 5,215 in retail trade. In 2022, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,986,888
Participants with balances46
Active participants104
Employer contributions$89,471
Employee contributions$250,223
Employer contribution per active participant$860
Average account balance$64,932
Benefits paid to participants$4,934
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,806
Total administrative$15,806
The Bald Hill Realty Co 401(k) match · 2022
Employer contribution per active participant$860
Median for plans this size$1,114

Bald Hill Realty Co's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,806 · 0.50%
Similar plansRetail Trade · Rhode Island
Beltone New England RI$7.5M · 0.84%
Jake Kaplan's Limited RI$7.3M · 0.26%
Viti, Inc. RI$5.5M · 0.28%
Quarles II, Inc. RI$2.8M · 0.45%
Met-Cap Management LLC RI$1.9M · 0.03%
Tarbox Management, LLC RI$23 · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050377298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.