Plan Ledger DOL Form 5500 · updated monthly

Bhw Management, Inc.401(k)

BHW MANAGEMENT, INC. 401(K) RETIREMENT PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
1.25%

Bhw Management, Inc. reported $27,676 in plan administrative expenses for 2024: 1.25% of average plan assets, higher than ~90% of peers. 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 rose from 1.03% to 1.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,164th of 9,483), and 9,796th of 11,911 in health care & social assistance. active participation has shrunk from 580 to 334 since 2022.

Plan summary
Net assets, end of year$2,304,948
Participants with balances97
Active participants334
Employer contributions—
Employee contributions$248,700
Employer contribution per active participant—
Average account balance$23,762
Benefits paid to participants$356,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 97 accts
2023$2.1M · 102 accts · $36K emplr
2022$1.7M · 146 accts · $195K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,018
Investment management$13,843
Audit (IQPA)$4,815
Total administrative$27,676
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
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$10,281
PENSIONMARK FINANCIAL GROUP, LLC · Investment advisory (plan)$9,300

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$27,676 · 1.25%
2023$18,878 · 0.98%
2022$17,595 · 1.03%
Similar plansHealth Care & Social Assistance · California
Restpadd, Inc. CA$2.3M · 1.41%
Fathers of St. Charles CA$2.3M · 0.49%
Cri-Help, Inc. CA$2.3M · 0.51%
Spiritt Family Services CA$2.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832775758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.