Plan Ledger DOL Form 5500 · updated monthly

Ball Horticultural Company401(k)

BALL HORTICULTURAL COMPANY PROFIT SHARING RETIREMENT PLAN · WEST CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Ball Horticultural Company reported $179,295 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $8,088 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 3 years on file its reported administrative ratio has held roughly steady near 0.109%. 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 373rd-largest of 3,702 plans among Illinois employers on file, and the 276th of 4,246 in wholesale trade. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$171,025,466
Participants with balances1,003
Active participants733
Employer contributions$5,928,776
Employee contributions$5,799,891
Employer contribution per active participant$8,088
Average account balance$170,514
Benefits paid to participants$20,496,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$171.0M · 1,003 accts · $5.9M emplr
2023$158.2M · 995 accts · $4.0M emplr
2022$134.2M · 949 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,332
Investment management$59,578
Audit (IQPA)$16,400
Total administrative$179,295
The Ball Horticultural Company 401(k) match · 2024
Employer contribution per active participant$8,088
Median for plans this size$3,635
2024$8,088 per active participant
2023$5,184 per active participant
2022$6,514 per active participant

Ball Horticultural Company's 2024 employer contribution ran above the $3,635 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$116,623
FIDUCIENT ADVISORS LLC · Investment management$31,250
FORVIS, LLP · Accounting / audit$16,400
CHARLES SCHWAB & CO.,INC. · Securities brokerage$1,142

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

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Administrative cost history3
2024$179,295 · 0.11%
2023$152,402 · 0.10%
2022$173,831 · 0.11%
Same employer
Similar plansWholesale Trade · Illinois
Berlin Packaging L.L.C. IL$191.5M · 0.14%
Sts Operating, Inc. IL$167.5M · 0.06%
Pt Holdings, LLC IL$157.0M · 0.25%
Maui Jim, Inc. IL$144.5M · 0.07%
Edward Don & Company IL$137.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364031900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.