Plan Ledger DOL Form 5500 · updated monthly

Biotage, LLC401(k)

BIOTAGE 401(K) PLAN · CHARLOTTE, NC · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

Biotage, LLC reported $26,782 in plan administrative expenses for 2025: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,679 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 rose from 0.05% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 572nd-largest of 2,005 plans among North Carolina employers on file, and the 1,380th of 4,246 in wholesale trade. In 2025, employees put in $1.78 for every $1.00 the employer contributed; active participation has shrunk from 129 to 110 since 2022.

Plan summary
Net assets, end of year$29,508,865
Participants with balances179
Active participants110
Employer contributions$734,664
Employee contributions$1,309,501
Employer contribution per active participant$6,679
Average account balance$164,854
Benefits paid to participants$1,407,343
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$29.5M · 179 accts · $735K emplr
2024$23.5M · 178 accts · $749K emplr
2023$20.3M · 174 accts · $792K emplr
2022$15.5M · 167 accts · $662K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,700
Investment management$25,082
Total administrative$26,782
The Biotage, LLC 401(k) match · 2025
Employer contribution per active participant$6,679
Median for plans this size$2,666
2025$6,679 per active participant
2024$6,138 per active participant
2023$6,333 per active participant
2022$5,131 per active participant

Biotage, LLC's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$25,082
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,700

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

Administrative cost history4
2025$26,782 · 0.10%
2024$12,411 · 0.06%
2023$11,237 · 0.06%
2022$8,372 · 0.05%
Same employer
Similar plansWholesale Trade · North Carolina
Cary Oil Co., Inc. NC$29.9M · 0.18%
Bob Barker Company, Inc. NC$29.3M · 0.25%
Duncan-Parnell, Inc. NC$28.8M · 0.29%
Sie Holdings, Inc. NC$28.2M · 0.54%
Coastal Agrobusiness, Inc. NC$28.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043535072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.