Plan Ledger DOL Form 5500 · updated monthly

Bauer Foundation Corp.401(k)

BAUER FOUNDATION CORP. 401(K) PLAN · ODESSA, FL · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Bauer Foundation Corp. reported $6,287 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,833 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,933rd of 3,644), and 4,595th of 5,337 in construction. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,767,855
Participants with balances76
Active participants102
Employer contributions$288,917
Employee contributions$640,817
Employer contribution per active participant$2,833
Average account balance$36,419
Benefits paid to participants$240,105
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$147
Total administrative$6,287
The Bauer Foundation Corp. 401(k) match · 2022
Employer contribution per active participant$2,833
Median for plans this size$1,114

Bauer Foundation Corp.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,287 · 0.23%
Same employer
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Davis Mail Services, Inc. FL$2.9M · 2.74%
Blume Mechanical, LLC FL$2.8M · 0.14%
Blue Ox Enterprises, LLC FL$2.8M · 0.59%
A-1 Block Corp FL$2.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260367730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.