Plan Ledger DOL Form 5500 · updated monthly

Ballard Fish & Oyster Co., LLC401(k)

BALLARD EMPLOYEES' 401(K) RETIREMENT PLAN · CAPE CHARLES, VA · plan year 2022

Reported admin expense ratio · 2022
0.60%

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

Ballard Fish & Oyster Co., LLC reported $20,213 in plan administrative expenses for 2022: 0.60% of average plan assets, above the peer median. Employer contributions averaged $286 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Virginia (1,996th of 2,266), and 737th of 945 in agriculture, forestry & fishing. In 2022, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,026,254
Participants with balances31
Active participants104
Employer contributions$29,693
Employee contributions$28,773
Employer contribution per active participant$286
Average account balance$97,621
Benefits paid to participants$147,126
Plan auditUnmodified (clean) audit opinion
The Ballard Fish & Oyster Co., LLC 401(k) match · 2022
Employer contribution per active participant$286
Median for plans this size$1,114

Ballard Fish & Oyster Co., LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,213 · 0.60%
Similar plansAgriculture, Forestry & Fishing · Virginia
Vpgc, LLC VA$9.1M · 0.65%
Soli Organic, Inc. VA$5.9M · 0.61%
Primland LTD. VA$2.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540131920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.