Plan Ledger DOL Form 5500 · updated monthly

Bellomy Research401(k)

BELLOMY RESEARCH 401(K) RETIREMENT PLAN · WINSTON-SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
0.03%

Bellomy Research reported $1,430 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 fell from 0.029% to 0.028%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,402nd of 2,005), and 9,553rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$5,603,017
Participants with balances107
Active participants105
Employer contributions—
Employee contributions$646,416
Employer contribution per active participant—
Average account balance$52,365
Benefits paid to participants$396,871
Plan auditUnmodified (clean) audit opinion
AuditorKELLY PARTNERS(FRS) ATTEST SERVICES
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 107 accts
2023$4.7M · 113 accts
2022$5.0M · 107 accts
Administrative expenses, itemized · 2024
Investment management$1,430
Total administrative$1,430
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.

Administrative cost history3
2024$1,430 · 0.03%
2023$1,140 · 0.02%
2022$1,525 · 0.03%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Adwerx, Inc. NC$5.7M · 0.41%
Sokal Media Group, Inc. NC$5.6M · 0.34%
Tsi Healthcare, Inc. NC$5.6M · 0.39%
Bennett Aerospace, Inc. NC$5.5M · 0.75%
P4 Management Corp NC$5.5M · 0.04%
Avanti Equine NC$5.4M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561173448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.