Plan Ledger DOL Form 5500 · updated monthly

Bbg, Inc.401(k)

BBG 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Bbg, Inc. reported $55,976 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $86 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 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,512th-largest of 5,688 plans among Texas employers on file, and the 2,380th of 4,798 in finance & insurance. In 2024, employees put in $83.39 for every $1.00 the employer contributed; active participation has shrunk from 696 to 523 since 2022.

Plan summary
Net assets, end of year$30,855,044
Participants with balances668
Active participants523
Employer contributions$45,179
Employee contributions$3,767,414
Employer contribution per active participant$86
Average account balance$46,190
Benefits paid to participants$3,566,336
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.9M · 668 accts · $45K emplr
2023$26.5M · 835 accts
2022$19.6M · 849 accts · $60 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,976
Total administrative$55,976
The Bbg, Inc. 401(k) match · 2024
Employer contribution per active participant$86
Median for plans this size$2,416
2024$86 per active participant
2022$0 per active participant

Bbg, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$54,094
CAPITAL GROUP RETIREMENT PLAN$49,849
NOVA 401(K) ASSOCIATES · Contract administrator$22,290

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$55,976 · 0.20%
2023$56,228 · 0.24%
2022$35,293 · 0.19%
Same employer
Similar plansFinance & Insurance · Texas
Datcu Credit Union TX$31.5M · 0.01%
Gunvor USA, LLC TX$31.4M · 0.01%
Nova 401K Associates TX$31.2M · 0.04%
Onethirtyone LLC TX$31.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473942404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.