Plan Ledger DOL Form 5500 · updated monthly

Bdt Capital Partners, LLC401(k)

BDT CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Bdt Capital Partners, LLC reported $50,837 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $22,890 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 fell from 0.07% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 378th-largest of 3,702 plans among Illinois employers on file, and the 673rd of 4,798 in finance & insurance. In 2024, the employer put in $1.56 for every $1.00 employees contributed themselves; active participation has grown from 214 to 446 since 2022.

Plan summary
Net assets, end of year$168,721,548
Participants with balances628
Active participants446
Employer contributions$10,208,896
Employee contributions$6,533,412
Employer contribution per active participant$22,890
Average account balance$268,665
Benefits paid to participants$10,161,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$168.7M · 628 accts · $10.2M emplr
2023$139.0M · 584 accts · $9.2M emplr
2022$54.6M · 289 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,837
Total administrative$50,837
The Bdt Capital Partners, LLC 401(k) match · 2024
Employer contribution per active participant$22,890
Median for plans this size$3,635
2024$22,890 per active participant
2023$22,526 per active participant
2022$21,184 per active participant

Bdt Capital Partners, LLC's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$51,191

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$50,837 · 0.03%
2023$46,668 · 0.05%
2022$37,700 · 0.07%
Same employer
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Golub Capital LLC IL$193.4M · 0.04%
Wolverine Trading, LLC IL$181.0M · 0.00%
Antares Capital LP IL$175.5M · 0.00%
The Chartis Group, LLC IL$158.5M · 0.07%
Optiver Services US LLC IL$153.6M · 0.02%
Enova International, Inc. IL$143.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800395967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.