Plan Ledger DOL Form 5500 · updated monthly

Barnum Acquisition, LLC401(k)

H. H. BARNUM COMPANY 401(K) PROFIT SHARING PLAN · BRIGHTON, MI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Barnum Acquisition, LLC reported $67,440 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,855 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 641st-largest of 2,619 plans among Michigan employers on file, and the 1,075th of 4,246 in wholesale trade. In 2024, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,397,238
Participants with balances260
Active participants275
Employer contributions$785,022
Employee contributions$2,470,735
Employer contribution per active participant$2,855
Average account balance$147,682
Benefits paid to participants$576,485
Plan auditUnmodified (clean) audit opinion
AuditorRSM
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,047
Investment management$42,393
Total administrative$67,440
The Barnum Acquisition, LLC 401(k) match · 2024
Employer contribution per active participant$2,855
Median for plans this size$2,416

Barnum Acquisition, LLC's 2024 employer contribution ran above the $2,416 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
ASCENSUS LLC · Loan processing · Recordkeeping$25,047
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$42,393

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

Administrative cost history1
2024$67,440 · 0.19%
Same employer
Similar plansWholesale Trade · Michigan
Don Lee Distributor, Inc. MI$40.4M · 0.36%
V.E.C (USA), Inc. MI$40.4M · 0.21%
Denso Ten America Limited MI$39.6M · 0.30%
Avfuel Corporation MI$37.0M · 0.31%
Morrison Industries, Inc. MI$35.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 993927562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.