Plan Ledger DOL Form 5500 · updated monthly

Bells Brewery, Inc.401(k)

BELLS BREWERY, INC. 401K PROFIT SHARING PLAN · GALESBURG, MI · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Bells Brewery, Inc. reported $65,787 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,070 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 960th-largest of 2,619 plans among Michigan employers on file, and the 5,504th of 13,661 in manufacturing. In 2022, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,400,170
Participants with balances553
Active participants452
Employer contributions$1,387,675
Employee contributions$2,350,342
Employer contribution per active participant$3,070
Average account balance$40,507
Benefits paid to participants$5,633,699
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$22.4M · 553 accts · $1.4M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,065
Investment management$37,722
Total administrative$65,787
The Bells Brewery, Inc. 401(k) match · 2022
Employer contribution per active participant$3,070
Median for plans this size$2,266

Bells Brewery, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$65,787 · 0.25%
Similar plansManufacturing · Michigan
Agape Plastics, Inc. MI$22.7M · 0.03%
Cadillac Casting, Inc. MI$22.6M · 0.93%
May Mobility, Inc. MI$22.5M · 0.37%
Hougen Manufacturing Inc MI$22.3M · 0.01%
Toyo Seat USA Corporation MI$22.2M · 0.25%
Gt Technologies Inc. MI$22.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382467659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.