Plan Ledger DOL Form 5500 · updated monthly

Ball Ventures, LLC401(k)

BALL VENTURES, LLC, 401(K) PLAN · IDAHO FALLS, ID · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Ball Ventures, LLC reported $46,511 in plan administrative expenses for 2023: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $820 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 has held roughly steady near 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 159th-largest of 349 plans among Idaho employers on file, and the 1,021st of 2,096 in real estate & leasing. In 2023, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,486,024
Participants with balances400
Active participants850
Employer contributions$697,329
Employee contributions$941,602
Employer contribution per active participant$820
Average account balance$28,715
Benefits paid to participants$619,879
Plan auditUnmodified (clean) audit opinion
AuditorBRADY MARTZ
Plan history2
Yearassets · accounts · employer contribution
2024$10.8M · 420 accts · $771K emplr
2023$11.5M · 400 accts · $697K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$46,511
Total administrative$46,511
The Ball Ventures, LLC 401(k) match · 2023
Employer contribution per active participant$820
Median for plans this size$2,440
2024$856 per active participant
2023$820 per active participant

Ball Ventures, LLC's 2023 employer contribution ran below the $2,440 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
STIFEL NICOLAUS & CO INCindirect comp

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

Administrative cost history2
2024$52,956 · 0.48%
2023$46,511 · 0.46%
Similar plansReal Estate & Leasing · Idaho
Futura Title & Escrow, LLC ID$48.2M · 0.14%
Pioneer Holding, Inc. ID$44.1M · 0.33%
Tates Rents, Inc. ID$2.9M · 0.90%
Tablerock Residential ID$1.4M · 2.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820531604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.