Plan Ledger DOL Form 5500 · updated monthly

Bdr Preferred Holdings, LLC401(k)

ROBERTS TRUCK CENTER RETIREMENT PLAN · AMARILLO, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Bdr Preferred Holdings, LLC reported $31,937 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $758 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 has held roughly steady near 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,269th of 5,688), and 2,898th of 5,215 in retail trade. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,679,290
Participants with balances134
Active participants240
Employer contributions$181,896
Employee contributions$427,773
Employer contribution per active participant$758
Average account balance$64,771
Benefits paid to participants$544,710
Plan auditUnmodified (clean) audit opinion
AuditorTHE CJ GROUP
Plan history2
Yearassets · accounts · employer contribution
2024$8.7M · 134 accts · $182K emplr
2023$7.7M · 112 accts · $55K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,622
Investment management$16,315
Total administrative$31,937
The Bdr Preferred Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$758
Median for plans this size$1,313
2024$758 per active participant
2023$221 per active participant

Bdr Preferred Holdings, LLC's 2024 employer contribution ran below the $1,313 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$15,622
CWM LLC · Investment advisory (plan)$16,315

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 history2
2024$31,937 · 0.39%
2023$29,125 · 0.40%
Same employer
Similar plansRetail Trade · Texas
McCraw Oil/Kwik Chek TX$9.1M · 0.59%
Retail Concepts, Inc. TX$8.8M · 0.59%
Quality Mat Company TX$8.4M · 0.35%
Tiff's Treats Gp, LLC TX$8.4M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832221907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.