Plan Ledger DOL Form 5500 · updated monthly

Basil Management Group LLC401(k)

BASIL FAMILY DEALERSHIPS 401K PLAN · ORCHARD PARK, NY · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Basil Management Group LLC reported $87,454 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $680 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 retail trade employers. By assets it is the 1,342nd-largest of 5,648 plans among New York employers on file, and the 639th of 5,215 in retail trade. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,250,873
Participants with balances482
Active participants532
Employer contributions$361,840
Employee contributions$1,173,497
Employer contribution per active participant$680
Average account balance$106,330
Benefits paid to participants$1,218,708
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,454
Total administrative$87,454
The Basil Management Group LLC 401(k) match · 2024
Employer contribution per active participant$680
Median for plans this size$2,416

Basil Management Group LLC'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 · 20244
LAWLEY RETIREMENT ADVISORS LLC · Investment advisory (plan)$34,740
ACTUARIAL CONSULTING SERVICE INC · Contract administrator$2,620
PPS PENSION & FINANCIAL SERVICES · Contract administrator$2,385

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$87,454 · 0.26%
Similar plansRetail Trade · New York
Zara USA, Inc. NY$52.8M · 0.52%
Hugo Boss USA NY$51.2M · 0.19%
Bob Johnson Chevrolet NY$50.9M · 0.35%
Adams Fairacre Farms, Inc. NY$47.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872453765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.