Plan Ledger DOL Form 5500 · updated monthly

Ball Enterprises Inc401(k)

BALL ENTERPRISES INC 401(K) PLAN · IDAHO FAALLS, ID · plan year 2023

Reported admin expense ratio · 2023
0.85%

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

Ball Enterprises Inc reported $45,275 in plan administrative expenses for 2023: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $257 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 0.86% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Idaho (221st of 349), and 1,346th of 2,534 in administrative & support services. In 2023, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 651 to 932 since 2022.

Plan summary
Net assets, end of year$5,888,459
Participants with balances173
Active participants932
Employer contributions$239,264
Employee contributions$461,778
Employer contribution per active participant$257
Average account balance$34,037
Benefits paid to participants$272,701
Plan auditDisclaimer of opinion
AuditorPOSTON, DENNEY, & KILLPACK, PLLC.
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 93 accts · $102K emplr
2023$5.9M · 173 accts · $239K emplr
2022$4.8M · 156 accts · $213K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,200
Investment management$18,075
Total administrative$45,275
The Ball Enterprises Inc 401(k) match · 2023
Employer contribution per active participant$257
Median for plans this size$1,308
2024$124 per active participant
2023$257 per active participant
2022$328 per active participant

Ball Enterprises Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$27,200
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$18,075

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$27,148 · 0.54%
2023$45,275 · 0.85%
2022$43,096 · 0.86%
Same employer
Similar plansAdministrative & Support Services · Idaho
US Ecology, Inc. ID$193.3M · 0.28%
Webb Landscape, Inc. ID$15.9M · 0.00%
High Road Peo, LLC ID$2.4M · 1.37%
Riverbend Management, Inc ID$1.6M · 0.04%
Dionne Enterprises, Inc ID$611K · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820456920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.