Plan Ledger DOL Form 5500 · updated monthly

Bevilacqua Research Corporation401(k)

BEVILACQUA RESEARCH CORPORATION 401(K) PLAN AND TRUST · HUNTSVILLE, AL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Bevilacqua Research Corporation reported $925 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,373 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 0.005% to 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 263rd-largest of 902 plans among Alabama employers on file, and the 4,817th of 11,654 in professional & technical services. In 2024, employees put in $3.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,653,623
Participants with balances258
Active participants131
Employer contributions$310,868
Employee contributions$1,187,223
Employer contribution per active participant$2,373
Average account balance$95,557
Benefits paid to participants$2,735,564
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 258 accts · $311K emplr
2023$23.0M · 288 accts · $330K emplr
2022$21.5M · 312 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$925
Total administrative$925
The Bevilacqua Research Corporation 401(k) match · 2024
Employer contribution per active participant$2,373
Median for plans this size$2,416
2024$2,373 per active participant
2023$2,754 per active participant
2022$2,794 per active participant

Bevilacqua Research Corporation's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$925
SYNOVUS SECURITIESindirect 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$925 · 0.00%
2023$994 · 0.00%
2022$1,144 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Alabama
Therapy Brands Thrive, LLC AL$31.6M · 0.47%
Cory Watson, P.C. AL$27.3M · 0.16%
Kassouf & Co., Inc. AL$25.1M · 0.31%
Gan Corporation AL$24.4M · 0.10%
Premployer, Inc. AL$23.3M · 0.94%
Thompson Gray, Inc. AL$22.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631069131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.