Plan Ledger DOL Form 5500 · updated monthly

Bartow Ford Co.401(k)

BARTOW FORD CO. 401(K) RETIREMENT PLAN · BARTOW, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Bartow Ford Co. reported $27,697 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $564 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 0.186%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,322nd-largest of 3,644 plans among Florida employers on file, and the 1,827th of 5,215 in retail trade. In 2024, employees put in $7.93 for every $1.00 the employer contributed; active participation has grown from 247 to 324 since 2022.

Plan summary
Net assets, end of year$15,826,645
Participants with balances317
Active participants324
Employer contributions$182,743
Employee contributions$1,448,873
Employer contribution per active participant$564
Average account balance$49,926
Benefits paid to participants$1,332,247
Plan auditUnmodified (clean) audit opinion
AuditorBRIMMER, BUREK & KEELAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 317 accts · $183K emplr
2023$13.9M · 273 accts · $183K emplr
2022$11.1M · 259 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,691
Investment management$1,528
Total administrative$27,697
The Bartow Ford Co. 401(k) match · 2024
Employer contribution per active participant$564
Median for plans this size$2,416
2024$564 per active participant
2023$712 per active participant
2022$702 per active participant

Bartow Ford Co.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,691

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$27,697 · 0.19%
2023$22,348 · 0.18%
2022$23,533 · 0.19%
Same employer
Similar plansRetail Trade · Florida
Curant Inc FL$17.1M · 0.04%
Tom Nehl Truck Company FL$16.9M · 0.19%
Fresco Retail Group LLC FL$15.7M · 0.35%
Great Healthworks, Inc. FL$15.6M · 0.47%
Nimnicht Management Company FL$15.3M · 0.07%
Blue Jay Transit Inc. FL$14.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590687878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.