Plan Ledger DOL Form 5500 · updated monthly

Berkshire Production Supply LLC401(k)

BERKSHIRE PRODUCTION SUPPLY 401(K) PROFIT SHARING PLAN · WALLED LAKE, MI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Berkshire Production Supply LLC reported $114,088 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,208 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 0.23% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 461st-largest of 2,619 plans among Michigan employers on file, and the 695th of 4,246 in wholesale trade. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 465 to 802 since 2022.

Plan summary
Net assets, end of year$58,679,741
Participants with balances562
Active participants802
Employer contributions$1,770,766
Employee contributions$3,433,613
Employer contribution per active participant$2,208
Average account balance$104,412
Benefits paid to participants$6,044,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.7M · 562 accts · $1.8M emplr
2023$47.8M · 442 accts · $1.4M emplr
2022$42.4M · 413 accts · $1.2M emplr
The Berkshire Production Supply LLC 401(k) match · 2024
Employer contribution per active participant$2,208
Median for plans this size$3,635
2024$2,208 per active participant
2023$2,490 per active participant
2022$2,627 per active participant

Berkshire Production Supply LLC's 2024 employer contribution ran below the $3,635 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$114,088

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$114,088 · 0.21%
2023$107,718 · 0.24%
2022$108,308 · 0.23%
Same employer
Similar plansWholesale Trade · Michigan
Purity Cylinder Gases, Inc. MI$70.4M · 0.34%
Brembo North America, Inc. MI$63.0M · 0.23%
The Macomb Group, Inc. MI$52.1M · 0.31%
Ford Component Sales, LLC MI$52.0M · 0.04%
Atonne Group LLC MI$51.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202178725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.