Plan Ledger DOL Form 5500 · updated monthly

Bally Ribbon Mills401(k)

THE BALLY RIBBON MILLS PROFIT SHARING 401(K) PLAN · BALLY, PA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Bally Ribbon Mills reported $148,744 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $819 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 0.430%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,040th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,964th of 13,661 in manufacturing. In 2024, employees put in $6.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,858,205
Participants with balances296
Active participants257
Employer contributions$210,472
Employee contributions$1,403,140
Employer contribution per active participant$819
Average account balance$121,143
Benefits paid to participants$2,454,108
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS LL
Plan history3
Yearassets · accounts · employer contribution
2024$35.9M · 296 accts · $210K emplr
2023$33.3M · 308 accts · $209K emplr
2022$30.1M · 285 accts · $681K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,862
Investment management$83,882
Total administrative$148,744
The Bally Ribbon Mills 401(k) match · 2024
Employer contribution per active participant$819
Median for plans this size$2,416
2024$819 per active participant
2023$837 per active participant
2022$2,813 per active participant

Bally Ribbon Mills's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$83,882

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

Administrative cost history3
2024$148,744 · 0.43%
2023$136,484 · 0.43%
2022$133,285 · 0.43%
Similar plansManufacturing · Pennsylvania
Farmers Pride Inc. PA$35.9M · 0.37%
Fs-Elliott Co., LLC PA$35.5M · 0.44%
The Secant Group, LLC PA$35.3M · 0.13%
A. Stucki Company PA$35.3M · 0.39%
Lavazza North America, Inc. PA$35.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230382360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.