Plan Ledger DOL Form 5500 · updated monthly

Beer & Slabaugh, Inc.401(k)

BEER & SLABAUGH, INC. DEFERRED PROFIT SHARING 401(K) PLAN · NAPPANEE, IN · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Beer & Slabaugh, Inc. reported $83,696 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $2,062 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 2 years on file its reported administrative ratio rose from 0.30% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 579th-largest of 1,562 plans among Indiana employers on file, and the 2,061st of 5,337 in construction. In 2024, employees put in $1.54 for every $1.00 the employer contributed; active participation has grown from 123 to 139 since 2022.

Plan summary
Net assets, end of year$19,448,181
Participants with balances120
Active participants139
Employer contributions$286,593
Employee contributions$441,863
Employer contribution per active participant$2,062
Average account balance$162,068
Benefits paid to participants$387,187
Plan auditUnmodified (clean) audit opinion
AuditorHAINES, ISENBARGER & SKIBA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 120 accts · $287K emplr
2023$17.1M · 121 accts · $285K emplr
2022$14.5M · 115 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,696
Total administrative$83,696
The Beer & Slabaugh, Inc. 401(k) match · 2024
Employer contribution per active participant$2,062
Median for plans this size$2,416
2024$2,062 per active participant
2023$1,981 per active participant
2022$2,016 per active participant

Beer & Slabaugh, Inc.'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 · 20244
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,000
HAINES ISENBARGER & SKIBA LLC · Accounting / audit$10,500
RETIREMENT PLAN CONCEPTS & SERVICES · Contract administrator$8,315

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

Administrative cost history3
2024$83,696 · 0.46%
2023$47,487 · 0.30%
2022$47,721 · 0.30%
Similar plansConstruction · Indiana
Biehle Electric, Inc. IN$19.7M · 0.26%
Crown Corr, Inc. IN$18.2M · 0.12%
Howard Companies, LLC IN$18.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351016793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.