Plan Ledger DOL Form 5500 · updated monthly

Bear Down Logistics Inc401(k)

BEAR DOWN LOGISTICS INC 401(K) SAVINGS PLAN · MOKENA, IL · plan year 2022

Reported admin expense ratio · 2022
2.07%

Bear Down Logistics Inc reported $6,644 in plan administrative expenses for 2022: 2.07% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (3,594th of 3,702), and 2,493rd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$348,702
Participants with balances922
Active participants223
Employer contributions—
Employee contributions$197,461
Employer contribution per active participant—
Average account balance$378
Benefits paid to participants$76,016
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,644 · 2.07%
Similar plansTransportation & Warehousing · Illinois
Hph Transport, Inc. IL$423K · 5.06%
Merx Global, Inc. IL$399K · 1.21%
Amazing Home Delivery LLC IL$350K · 0.47%
St Management, Inc IL$323K · 0.29%
Logistics King, Inc. IL$309K · 0.39%
Go to Logistics IL$203K · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842492005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.