Plan Ledger DOL Form 5500 · updated monthly

Bet Investments401(k)

BET INVESTMENTS 401(K) SAVINGS PLAN · DRESHER, PA · plan year 2025

Reported admin expense ratio · 2025
0.48%

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

Bet Investments reported $64,388 in plan administrative expenses for 2025: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,695 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 fell from 0.57% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (1,880th of 3,651), and the 862nd of 2,096 in real estate & leasing. In 2025, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 131 to 145 since 2022.

Plan summary
Net assets, end of year$14,669,001
Participants with balances146
Active participants145
Employer contributions$245,783
Employee contributions$616,997
Employer contribution per active participant$1,695
Average account balance$100,473
Benefits paid to participants$207,276
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.7M · 146 accts · $246K emplr
2024$11.9M · 147 accts · $255K emplr
2023$10.3M · 151 accts · $228K emplr
2022$8.4M · 142 accts · $226K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$64,388
Total administrative$64,388
The Bet Investments 401(k) match · 2025
Employer contribution per active participant$1,695
Median for plans this size$2,666
2025$1,695 per active participant
2024$1,959 per active participant
2023$1,638 per active participant
2022$1,727 per active participant

Bet Investments's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
JOHN HANCOCK · Recordkeeping · Investment managementindirect comp
LIMESTSONE PENSION ASSOCIATES, LLC. · Plan administrator$300
KESTRA ADVISORY SERVICES · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$64,388 · 0.48%
2024$61,663 · 0.56%
2023$53,548 · 0.57%
2022$50,782 · 0.57%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Pennrose Management Company PA$16.0M · 0.54%
Roosevelt, Inc. PA$15.8M · 0.04%
Scully Company PA$15.0M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232984606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.