Plan Ledger DOL Form 5500 · updated monthly

Battle Lumber Company, Inc.401(k)

BATTLE LUMBER COMPANY 401(K) PROFIT SHARING PLAN · WADLEY, GA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Battle Lumber Company, Inc. reported $60,008 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,169 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 0.388%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 981st-largest of 2,160 plans among Georgia employers on file, and the 6,830th of 13,661 in manufacturing. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has shrunk from 288 to 259 since 2022.

Plan summary
Net assets, end of year$15,924,481
Participants with balances197
Active participants259
Employer contributions$561,705
Employee contributions$945,596
Employer contribution per active participant$2,169
Average account balance$80,835
Benefits paid to participants$2,453,765
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 197 accts · $562K emplr
2023$15.0M · 200 accts · $553K emplr
2022$13.0M · 199 accts · $539K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,008
Total administrative$60,008
The Battle Lumber Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,169
Median for plans this size$2,416
2024$2,169 per active participant
2023$2,024 per active participant
2022$1,872 per active participant

Battle Lumber Company, Inc.'s 2024 employer contribution ran below 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$60,008
WELLS FARGO ADVISORS FINANCIAL NETW · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$60,008 · 0.39%
2023$56,192 · 0.40%
2022$53,559 · 0.39%
Same employer
Similar plansManufacturing · Georgia
Sk Battery America, Inc. GA$16.7M · 2.43%
Arboris, LLC GA$15.9M · 0.48%
Tighitco, Inc. GA$15.7M · 0.33%
Piolax Corporation GA$15.6M · 0.46%
Wrd, Inc. GA$15.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581180138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.