Plan Ledger DOL Form 5500 · updated monthly

Ben E. Keith Company401(k)

BEN E. KEITH COMPANY RETIREMENT SAVINGS PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Ben E. Keith Company reported $180,827 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,523 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 0.07% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 204th-largest of 5,688 plans among Texas employers on file, and the 95th of 4,246 in wholesale trade. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$494,008,756
Participants with balances7,600
Active participants6,677
Employer contributions$30,198,266
Employee contributions$36,847,758
Employer contribution per active participant$4,523
Average account balance$65,001
Benefits paid to participants$36,076,813
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$494.0M · 7,600 accts · $30.2M emplr
2023$400.5M · 7,389 accts · $29.7M emplr
2022$313.3M · 6,953 accts · $27.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,492
Investment management$11,160
Audit (IQPA)$39,175
Total administrative$180,827
The Ben E. Keith Company 401(k) match · 2024
Employer contribution per active participant$4,523
Median for plans this size$4,294
2024$4,523 per active participant
2023$4,527 per active participant
2022$4,526 per active participant

Ben E. Keith Company's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$132,942
WHITLEY PENN LLP · Accounting / audit$39,175
WILLIS TOWERS WATSON US LLC · Contract administrator$8,910
QDRO CONSULTANTS · Consulting$750

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$180,827 · 0.04%
2023$403,388 · 0.11%
2022$203,471 · 0.07%
Same employer
Similar plansWholesale Trade · Texas
Essilor of America Inc. TX$924.8M · 0.17%
Wand Newco 3, Inc. TX$695.2M · 0.28%
B. D. Holt Company TX$505.0M · 0.10%
The Friedkin Group, Inc. TX$411.0M · 0.02%
Tti, Inc. TX$397.5M · 0.15%
Vallourec Holdings, Inc. TX$361.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750372230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.