Plan Ledger DOL Form 5500 · updated monthly

Bauer Equipment America Inc401(k)

BAUER EQUIPMENT AMERICA INC 401(K) PLAN · CONROE, TX · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Bauer Equipment America Inc reported $49,553 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,935 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 rose from 0.07% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (2,979th of 5,688), and 2,834th of 4,246 in wholesale trade. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,623,479
Participants with balances228
Active participants155
Employer contributions$454,860
Employee contributions$863,956
Employer contribution per active participant$2,935
Average account balance$46,594
Benefits paid to participants$1,103,745
Plan auditUnmodified (clean) audit opinion
AuditorBREEDLOVE & CO., P.C.
Plan history4
Yearassets · accounts · employer contribution
2024$10.6M · 228 accts · $455K emplr
2023$9.2M · 222 accts · $367K emplr
2022$7.5M · 196 accts · $249K emplr
2021$8.5M · 187 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,729
Investment management$24,824
Total administrative$49,553
The Bauer Equipment America Inc 401(k) match · 2024
Employer contribution per active participant$2,935
Median for plans this size$1,313
2024$2,935 per active participant
2023$2,263 per active participant
2022$1,649 per active participant
2021$1,486 per active participant

Bauer Equipment America Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$24,729
DISCIPLINED INVESTORS LLC · Investment advisory (plan)$24,824

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$49,553 · 0.50%
2023$40,459 · 0.48%
2022$35,469 · 0.44%
2021$5,329 · 0.07%
Same employer
Similar plansWholesale Trade · Texas
Enduro Composites, Inc. TX$11.3M · 0.02%
St Acquisition LLC TX$11.3M · 0.10%
Dallas-Pwd, LLC TX$11.1M · 0.58%
Magpul Industries Corp. TX$10.2M · 0.64%
Spfm, L.P. TX$10.1M · 0.57%
A-7 Austin, LLC TX$9.9M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741552009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.