Plan Ledger DOL Form 5500 · updated monthly

Bk Global, Inc.401(k)

BK GLOBAL, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Bk Global, Inc. reported $84,215 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,099th of 5,688), and 2,954th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$9,750,428
Participants with balances287
Active participants326
Employer contributions$0
Employee contributions$604,193
Employer contribution per active participant$0
Average account balance$33,974
Benefits paid to participants$576,920
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 287 accts
2023$8.7M · 267 accts
2022$7.3M · 273 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,295
Investment management$36,920
Total administrative$84,215
The Bk Global, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Bk Global, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$46,275
RAYMOND JAMES · Investment advisory (participants)$33,661

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$84,215 · 0.91%
2023$74,296 · 0.93%
2022$73,060 · 0.89%
Same employer
Similar plansWholesale Trade · Texas
Magpul Industries Corp. TX$10.2M · 0.64%
Spfm, L.P. TX$10.1M · 0.57%
A-7 Austin, LLC TX$9.9M · 0.84%
Nueces Farm Center, Inc. TX$9.5M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752752015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.