Plan Ledger DOL Form 5500 · updated monthly

Ben Bridge Jeweler, Inc.401(k)

BEN BRIDGE RETIREMENT SAVINGS PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Ben Bridge Jeweler, Inc. reported $139,752 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,479 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 fell from 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 256th-largest of 1,714 plans among Washington employers on file, and the 515th of 5,215 in retail trade. In 2024, employees put in $3.96 for every $1.00 the employer contributed; active participation has grown from 412 to 456 since 2022.

Plan summary
Net assets, end of year$68,314,593
Participants with balances764
Active participants456
Employer contributions$674,386
Employee contributions$2,673,896
Employer contribution per active participant$1,479
Average account balance$89,417
Benefits paid to participants$5,561,210
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.3M · 764 accts · $674K emplr
2023$62.3M · 760 accts · $599K emplr
2022$58.6M · 763 accts · $753K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,904
Investment management$50,218
Audit (IQPA)$21,630
Total administrative$139,752
The Ben Bridge Jeweler, Inc. 401(k) match · 2024
Employer contribution per active participant$1,479
Median for plans this size$3,635
2024$1,479 per active participant
2023$1,407 per active participant
2022$1,827 per active participant

Ben Bridge Jeweler, Inc.'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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$74,431
SAGEVIEW ADVISORY GROUP · Investment management$43,691
SWEENEY CONRAD P.S. · Accounting / audit$21,630
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$139,752 · 0.21%
2023$136,042 · 0.23%
2022$162,254 · 0.24%
Same employer
Similar plansRetail Trade · Washington
Zones, Inc. WA$109.1M · 0.11%
Yoke's Foods, Inc. WA$95.9M · 0.00%
Rosauers Supermarkets, Inc. WA$84.3M · 0.21%
Zumiez Inc WA$64.9M · 0.29%
Bowflex Inc. WA$60.6M · 0.15%
Urm Stores, Inc. WA$58.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910695728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.