Plan Ledger DOL Form 5500 · updated monthly

Bevara, Inc.401(k)

BEVARA 401(K) PLAN · PEWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

Bevara, Inc. reported $42,717 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $780 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 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,657th of 1,936), and 1,574th of 2,096 in real estate & leasing. In 2024, employees put in $4.76 for every $1.00 the employer contributed; active participation has grown from 179 to 198 since 2022.

Plan summary
Net assets, end of year$4,525,444
Participants with balances214
Active participants198
Employer contributions$154,430
Employee contributions$734,778
Employer contribution per active participant$780
Average account balance$21,147
Benefits paid to participants$664,365
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 214 accts · $154K emplr
2023$3.7M · 197 accts · $146K emplr
2022$3.1M · 194 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,717
Total administrative$42,717
The Bevara, Inc. 401(k) match · 2024
Employer contribution per active participant$780
Median for plans this size$1,313
2024$780 per active participant
2023$814 per active participant
2022$690 per active participant

Bevara, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$42,716
NFP RETIREMENT INC. · 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.

Administrative cost history3
2024$42,717 · 1.03%
2023$36,319 · 1.06%
2022$28,388 · 1.04%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Pfefferle Companies, Inc. WI$5.4M · 0.84%
Uli Service LLC WI$5.2M · 0.93%
Decade Properties Inc WI$5.1M · 0.30%
Amwood Homes Inc WI$3.0M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472059758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.