Plan Ledger DOL Form 5500 · updated monthly

Barton Malow Holdings LLC401(k)

BARTON MALOW PROFIT SHARING AND SAVINGS PLAN · SOUTHFIELD, MI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Barton Malow Holdings LLC reported $388,608 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,521 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 0.15% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 102nd-largest of 2,619 plans among Michigan employers on file, and the 225th of 5,337 in construction. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 1,131 to 1,406 since 2022.

Plan summary
Net assets, end of year$313,062,446
Participants with balances1,671
Active participants1,406
Employer contributions$9,169,053
Employee contributions$16,363,410
Employer contribution per active participant$6,521
Average account balance$187,350
Benefits paid to participants$37,595,195
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$313.1M · 1,671 accts · $9.2M emplr
2023$285.3M · 1,672 accts · $9.0M emplr
2022$228.3M · 1,490 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$388,608
Total administrative$388,608
The Barton Malow Holdings LLC 401(k) match · 2024
Employer contribution per active participant$6,521
Median for plans this size$4,294
2024$6,521 per active participant
2023$6,899 per active participant
2022$6,409 per active participant

Barton Malow Holdings LLC's 2024 employer contribution ran above the $4,294 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 · 20241

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$388,608 · 0.13%
2023$383,385 · 0.15%
2022$358,513 · 0.15%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 843081538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.