Plan Ledger DOL Form 5500 · updated monthly

Bci Burke Company, LLC401(k)

BCI BURKE COMPANY, LLC 401(K) & PROFIT SHARING PLAN · FOND DU LAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Bci Burke Company, LLC reported $35,300 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,570 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 0.300%. 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 among the smaller plans on file in Wisconsin (1,106th of 1,936), and 7,467th of 13,661 in manufacturing. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 188 to 264 since 2022.

Plan summary
Net assets, end of year$13,756,520
Participants with balances315
Active participants264
Employer contributions$678,608
Employee contributions$1,279,123
Employer contribution per active participant$2,570
Average account balance$43,671
Benefits paid to participants$568,606
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 315 accts · $679K emplr
2023$9.8M · 299 accts · $544K emplr
2022$7.8M · 230 accts · $376K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150
Investment management$35,150
Total administrative$35,300
The Bci Burke Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,570
Median for plans this size$2,416
2024$2,570 per active participant
2023$2,108 per active participant
2022$2,002 per active participant

Bci Burke Company, LLC's 2024 employer contribution ran above 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 · 20242
OSAIC ADVISORY SERVICES LLC · Investment advisory (plan)$33,166

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$35,300 · 0.30%
2023$25,947 · 0.29%
2022$24,605 · 0.30%
Same employer
Similar plansManufacturing · Wisconsin
D & S Manufacturing, Inc. WI$13.9M · 0.02%
Printron Engravers, Inc. WI$13.8M · 0.53%
New Glarus Brewing Company WI$13.7M · 0.04%
R&B Grinding LLC WI$13.6M · 0.19%
Uw Provision Company Inc. WI$13.6M · 0.47%
Schwaab, Inc. WI$13.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391900568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.