Plan Ledger DOL Form 5500 · updated monthly

Bazella Works401(k)

BAZELLA GROUP RETIREMENT PLAN · WHITEHALL, PA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Bazella Works reported $47,684 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $7,065 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 2 years on file its reported administrative ratio rose from 0.49% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,318th of 3,651), and 3,134th of 5,337 in construction. In 2024, the employer put in $2.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,694,333
Participants with balances143
Active participants117
Employer contributions$826,633
Employee contributions$400,626
Employer contribution per active participant$7,065
Average account balance$67,793
Benefits paid to participants$955,046
Plan auditUnmodified (clean) audit opinion
AuditorBUCKNO LISICKY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 143 accts · $827K emplr
2023$8.3M · 140 accts · $766K emplr
2022$6.9M · 140 accts · $897K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,981
Investment management$41,703
Total administrative$47,684
The Bazella Works 401(k) match · 2024
Employer contribution per active participant$7,065
Median for plans this size$1,313
2024$7,065 per active participant
2023$5,938 per active participant
2022$7,540 per active participant

Bazella Works'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 · 20241
FULTON BANK, N.A. · Recordkeeping · Consulting$47,684

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

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

Administrative cost history3
2024$47,684 · 0.53%
2023$40,945 · 0.54%
2022$36,863 · 0.49%
Same employer
Similar plansConstruction · Pennsylvania
Youngblood Paving, Inc. PA$10.5M · 0.49%
Muncy Homes, Inc. PA$9.1M · 0.40%
Simplex Industries Inc PA$8.8M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825235939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.