Plan Ledger DOL Form 5500 · updated monthly

Bell and Howell, LLC401(k)

BELL AND HOWELL 401(K) SAVINGS PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Bell and Howell, LLC reported $105,296 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2 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 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 153rd-largest of 2,005 plans among North Carolina employers on file, and the 1,458th of 13,661 in manufacturing. In 2024, employees put in $3434.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$144,573,224
Participants with balances884
Active participants740
Employer contributions$1,159
Employee contributions$3,980,992
Employer contribution per active participant$2
Average account balance$163,544
Benefits paid to participants$29,311,694
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS, JUDY, AND TUCKER, C.P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$144.6M · 884 accts · $1K emplr
2023$142.0M · 919 accts · $295 emplr
2022$127.6M · 1,017 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,336
Investment management$24,560
Audit (IQPA)$24,750
Total administrative$105,296
The Bell and Howell, LLC 401(k) match · 2024
Employer contribution per active participant$2
Median for plans this size$3,635
2024$2 per active participant
2023$0 per active participant

Bell and Howell, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,336
THOMAS, JUDY & TUCKER, P.A. · Accounting / audit$24,750
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,560
MERCER · Consulting$13,650

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$105,296 · 0.07%
2023$84,069 · 0.06%
2022$97,127 · 0.06%
Same employer
Similar plansManufacturing · North Carolina
Captive-Aire Systems, Inc. NC$161.3M · 0.03%
Form Technologies, Inc. NC$159.0M · 0.09%
Unifi, Inc. NC$157.9M · 0.12%
Butterball, LLC NC$155.6M · 0.14%
Glatfelter Corporation NC$142.7M · 0.09%
Shurtape Technologies LLC NC$140.9M · 0.19%
Nn, Inc. NC$127.0M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800728837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.