Plan Ledger DOL Form 5500 · updated monthly

Becker Orthopedic Appliance Company401(k)

BECKER ORTHOPEDIC APPLIANCE COMPANY EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN AND TRUST · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.15%

Becker Orthopedic Appliance Company reported $13,450 in plan administrative expenses for 2024: 0.15% of average plan assets, lower 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.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Michigan (1,602nd of 2,619), and 3,043rd of 4,246 in wholesale trade. active participation has shrunk from 102 to 59 since 2022.

Plan summary
Net assets, end of year$9,089,962
Participants with balances86
Active participants59
Employer contributions—
Employee contributions$210,842
Employer contribution per active participant—
Average account balance$105,697
Benefits paid to participants$1,397,996
Plan auditUnmodified (clean) audit opinion
AuditorCENKO, VENDITTELLI, HAYNES & TOKARZ
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 86 accts
2023$8.7M · 102 accts
2022$7.2M · 103 accts
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.

Administrative cost history3
2024$13,450 · 0.15%
2023$1,525 · 0.02%
2022$12,889 · 0.16%
Same employer
Similar plansWholesale Trade · Michigan
Brown-Campbell Company MI$10.0M · 0.12%
Cleary Developments, Inc. MI$9.7M · 0.24%
Peerless Steel Company MI$9.4M · 0.67%
Camelot Venture Group LLC MI$9.0M · 0.03%
Streetcar Orv LLC MI$8.9M · 0.55%
Dale L. Prentice Co. MI$8.6M · 0.14%
Superior Foods Company MI$7.1M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 381258429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.