Plan Ledger DOL Form 5500 · updated monthly

Bell Media, LLC401(k)

BELL MEDIA 401(K) PLAN · MONTGOMERY, AL · plan year 2023

Reported admin expense ratio · 2023
0.76%

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

Bell Media, LLC reported $15,818 in plan administrative expenses for 2023: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,108 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 0.71% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Alabama (770th of 902), and 1,799th of 2,096 in real estate & leasing. In 2023, employees put in $5.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,447,990
Participants with balances96
Active participants87
Employer contributions$96,421
Employee contributions$504,598
Employer contribution per active participant$1,108
Average account balance$25,500
Benefits paid to participants$233,014
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 96 accts · $96K emplr
2022$1.7M · 106 accts · $94K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,818
Total administrative$15,818
The Bell Media, LLC 401(k) match · 2023
Employer contribution per active participant$1,108
Median for plans this size$1,308
2023$1,108 per active participant
2022$887 per active participant

Bell Media, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$14,028

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

Administrative cost history2
2023$15,818 · 0.76%
2022$11,379 · 0.71%
Same employer
Similar plansReal Estate & Leasing · Alabama
South Oak Title HR LLC AL$5.0M · 0.10%
Caliza LLC AL$3.9M · 0.15%
Evernest Holdings, LLC AL$2.2M · 2.11%
Dalcor Management, Inc. AL$1.1M · 1.37%
Sky Dreams, LLC AL$476K · 1.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463730551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.