Plan Ledger DOL Form 5500 · updated monthly

Beckett Collectibles Holdings, LLC401(k)

BKT-SHD EMPLOYEE SAVINGS & RETIREMENT PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Beckett Collectibles Holdings, LLC reported $108,536 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,166 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 1 year on file its reported administrative ratio rose from 0.58% to 0.72%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 621st-largest of 1,496 plans among Tennessee employers on file, and the 1,736th of 5,215 in retail trade. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,769,836
Participants with balances428
Active participants364
Employer contributions$788,566
Employee contributions$1,900,382
Employer contribution per active participant$2,166
Average account balance$39,182
Benefits paid to participants$1,772,666
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$16.8M · 428 accts · $789K emplr
2023$13.6M · 432 accts · $538K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,342
Investment management$32,194
Total administrative$108,536
The Beckett Collectibles Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,166
Median for plans this size$2,416
2024$2,166 per active participant
2023$1,333 per active participant

Beckett Collectibles Holdings, LLC's 2024 employer contribution ran below the $2,416 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
ALPHA CAPITAL MANAGEMENT GROUP LLC · Investment advisory (plan)$32,194

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

Administrative cost history2
2024$108,536 · 0.72%
2023$69,352 · 0.58%
Same employer
Similar plansRetail Trade · Tennessee
Mapco Express, Inc. TN$21.2M · 0.42%
City Enterprises, LLC TN$19.1M · 0.27%
Pilot Corporation TN$17.1M · 0.41%
Gossett Motor Cars, Inc. TN$14.9M · 0.67%
Easy Auto, Inc. TN$14.6M · 0.22%
Top Rx, LLC TN$14.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611738641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.