Plan Ledger DOL Form 5500 · updated monthly

Beckfield College, LLC401(k)

BECKFIELD COLLEGE, LLC 401(K) PLAN · FLORENCE, KY · plan year 2022

Reported admin expense ratio · 2022
0.68%

Beckfield College, LLC reported $7,900 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. 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 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Kentucky (825th of 871), and 2,984th of 3,091 in educational services.

Plan summary
Net assets, end of year$962,229
Participants with balances60
Active participants154
Employer contributions—
Employee contributions$134,735
Employer contribution per active participant—
Average account balance$16,037
Benefits paid to participants$298,155
Plan auditUnmodified (clean) audit opinion
AuditorMCCLINTOCK & ASSOCIATES, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,840
Investment management$5,060
Total administrative$7,900
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$7,900 · 0.68%
Similar plansEducational Services · Kentucky
Partners for Rural Impact KY$9.1M · 0.59%
Metro Montessori LLC MD$993K · 1.14%
Kulanu Academy NY$992K · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204881637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.