Plan Ledger DOL Form 5500 · updated monthly

Beatrice Holdings LP401(k)

AMERICAN NATURAL OPERATIONS LLC 401(K) PLAN · PUNXSUTAWNEY, PA · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Beatrice Holdings LP reported $7,995 in plan administrative expenses for 2023: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $766 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,867th of 3,651), and 3,616th of 4,246 in wholesale trade. In 2023, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,142,413
Participants with balances131
Active participants153
Employer contributions$117,193
Employee contributions$303,038
Employer contribution per active participant$766
Average account balance$39,255
Benefits paid to participants$1,194,114
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,645
Investment management$6,350
Total administrative$7,995
The Beatrice Holdings LP 401(k) match · 2023
Employer contribution per active participant$766
Median for plans this size$1,308

Beatrice Holdings LP's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$6,350
ADP, INC. · Loan processing · Recordkeeping$1,645

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2023$7,995 · 0.16%
Similar plansWholesale Trade · Pennsylvania
Direct Wire & Cable Inc. PA$5.9M · 0.78%
B&I Auto Supply, Inc. PA$5.6M · 0.30%
Binkley & Hurst LP PA$4.5M · 0.66%
Good Tire Service, Inc. PA$4.3M · 0.10%
Imlers Poultry PA$4.2M · 0.60%
Harrisburg Dairies, Inc PA$4.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454623854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.