Plan Ledger DOL Form 5500 · updated monthly

Batesville Services LLC401(k)

BATESVILLE SAVINGS PLAN · BATESVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Batesville Services LLC reported $179,125 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,319 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 1 year on file its reported administrative ratio fell from 0.35% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 75th-largest of 1,562 plans among Indiana employers on file, and the 139th of 786 in management of companies. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$210,381,860
Participants with balances1,908
Active participants1,646
Employer contributions$7,108,974
Employee contributions$9,208,441
Employer contribution per active participant$4,319
Average account balance$110,263
Benefits paid to participants$28,990,806
Plan auditUnmodified (clean) audit opinion
AuditorBLUE CO LLC
Plan history2
Yearassets · accounts · employer contribution
2024$210.4M · 1,908 accts · $7.1M emplr
2023$24.7M · 499 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,135
Investment management$38,940
Audit (IQPA)$42,500
Total administrative$179,125
The Batesville Services LLC 401(k) match · 2024
Employer contribution per active participant$4,319
Median for plans this size$3,635
2024$4,319 per active participant
2023$3,071 per active participant

Batesville Services LLC's 2024 employer contribution ran above 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 · 20244
KATZ SAPPER & MILLER · Accounting / audit$42,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$38,940
CREATIVE PLANNING · Investment advisory (plan)$32,500

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

Administrative cost history2
2024$179,125 · 0.15%
2023$77,578 · 0.35%
Same employer
Similar plansManagement of Companies · Indiana
Hillenbrand, Inc. IN$545.1M · 0.04%
Koch Enterprises, Inc. IN$284.5M · 0.11%
Schwarz Partners LP IN$282.0M · 0.26%
1ST Source Corporation IN$267.8M · 0.07%
Nibe Energy Systems, Inc. IN$157.4M · 0.33%
Horizon Bancorp IN$67.1M · 0.26%
Emmis Operating Company IN$57.6M · 0.16%
Avis Industrial Corporation IN$47.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350166166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.