Plan Ledger DOL Form 5500 · updated monthly

Birkeys Farm Store Inc401(k)

BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN · CHAMPAIGN, IL · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

Birkeys Farm Store Inc reported $156,318 in plan administrative expenses for 2025: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,873 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 4 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 829th-largest of 3,702 plans among Illinois employers on file, and the 713th of 4,246 in wholesale trade. In 2025, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 318 to 423 since 2022.

Plan summary
Net assets, end of year$56,764,357
Participants with balances494
Active participants423
Employer contributions$1,215,192
Employee contributions$2,089,511
Employer contribution per active participant$2,873
Average account balance$114,908
Benefits paid to participants$6,336,853
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$56.8M · 494 accts · $1.2M emplr
2024$50.7M · 502 accts · $1.2M emplr
2023$44.5M · 464 accts · $1.1M emplr
2022$36.8M · 410 accts · $1.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,427
Investment management$140,312
Audit (IQPA)$10,579
Total administrative$156,318
The Birkeys Farm Store Inc 401(k) match · 2025
Employer contribution per active participant$2,873
Median for plans this size$4,093
2025$2,873 per active participant
2024$3,119 per active participant
2023$3,256 per active participant
2022$3,281 per active participant

Birkeys Farm Store Inc's 2025 employer contribution ran below the $4,093 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 · 20254
EDWARD JONES · Recordkeeping · Trustee$103,873
CLIFTON LARSON ALLEN LLP · Recordkeeping$10,579
ADP, INC. · Recordkeeping$3,010
ADP BROKER-DEALER · Other services$2,418

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

Recordkeeper by year3
2025ADP, CLIFTON LARSON ALLEN LLP, Edward Jones
2024ADP, CLIFTON LARSON ALLEN LLP, Edward Jones, MESIROW FINANCIAL INVESTMENT MANAGE
2023ADP, CLIFTON LARSON ALLEN LLP, Edward Jones, MESIROW FINANCIAL INVESTMENT MANAGE

This plan has changed recordkeepers within these filings. If you left Birkeys Farm Store Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$156,318 · 0.29%
2024$131,465 · 0.28%
2023$117,874 · 0.29%
2022$123,664 · 0.30%
All plans at this employer2
BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN401(k)
BIRKEY'S EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Illinois
Wilton Brands LLC IL$60.5M · 0.19%
Gf Machining Solutions LLC IL$60.0M · 0.15%
Horizon Hobby, LLC IL$56.5M · 0.28%
Presence Marketing, LLC IL$55.5M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 370791276 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.