Plan Ledger DOL Form 5500 · updated monthly

Best Upon Request Corporate, Inc401(k)

BEST UPON REQUEST CORPORATE, INC. 401(K) PROFIT SHARING PLAN · MASON, OH · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Best Upon Request Corporate, Inc reported $13,628 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $461 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 3 years on file its reported administrative ratio has held roughly steady near 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Ohio (2,836th of 3,295), and 2,637th of 3,341 in other services. In 2024, employees put in $5.98 for every $1.00 the employer contributed; active participation has grown from 91 to 135 since 2022.

Plan summary
Net assets, end of year$3,135,079
Participants with balances132
Active participants135
Employer contributions$62,250
Employee contributions$372,559
Employer contribution per active participant$461
Average account balance$23,751
Benefits paid to participants$184,970
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 132 accts · $62K emplr
2023$2.6M · 122 accts · $56K emplr
2022$2.1M · 108 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,628
Total administrative$13,628
The Best Upon Request Corporate, Inc 401(k) match · 2024
Employer contribution per active participant$461
Median for plans this size$1,313
2024$461 per active participant
2023$597 per active participant
2022$934 per active participant

Best Upon Request Corporate, Inc's 2024 employer contribution ran below the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$13,628

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$13,628 · 0.48%
2023$11,374 · 0.49%
2022$12,407 · 0.50%
Similar plansOther Services · Ohio
Goodwill Columbus OH$3.2M · 1.35%
NAVIGATE360, LLC OH$2.9M · 0.21%
Harold J Pohl, Inc OH$2.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311392410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.