Plan Ledger DOL Form 5500 · updated monthly

Bargreen-Ellingson, Inc.401(k)

BARGREEN-ELLINGSON, INC. 401(K) PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Bargreen-Ellingson, Inc. reported $116,262 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,214 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 0.24% to 0.21%. 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 280th-largest of 1,714 plans among Washington employers on file, and the 675th of 4,246 in wholesale trade. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 586 to 709 since 2022.

Plan summary
Net assets, end of year$61,274,672
Participants with balances565
Active participants709
Employer contributions$1,570,079
Employee contributions$3,364,058
Employer contribution per active participant$2,214
Average account balance$108,451
Benefits paid to participants$2,559,970
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$61.3M · 565 accts · $1.6M emplr
2023$52.0M · 541 accts · $1.5M emplr
2022$41.8M · 496 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,262
Investment management$48,000
Total administrative$116,262
The Bargreen-Ellingson, Inc. 401(k) match · 2024
Employer contribution per active participant$2,214
Median for plans this size$3,635
2024$2,214 per active participant
2023$2,361 per active participant
2022$2,196 per active participant

Bargreen-Ellingson, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$68,262
BRIGHTON JONES LLC · Investment advisory (plan)$48,000

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$116,262 · 0.21%
2023$104,657 · 0.22%
2022$108,229 · 0.24%
Same employer
Similar plansWholesale Trade · Washington
West Coast Paper Company WA$87.6M · 0.19%
Metrie Inc. WA$84.9M · 0.06%
Harbor Foods Group Inc. WA$77.0M · 0.38%
Keller Supply Company WA$67.6M · 0.49%
Key Tronic Corporation WA$51.2M · 0.16%
Pepsi Northwest Beverages WA$51.1M · 0.01%
Bda, LLC WA$48.7M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910715309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.