Plan Ledger DOL Form 5500 · updated monthly

Blue Bird, Inc.401(k)

BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN · PESHASTIN, WA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Blue Bird, Inc. reported $26,869 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $301 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 rose from 0.48% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,359th of 1,714), and 648th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has shrunk from 288 to 252 since 2022.

Plan summary
Net assets, end of year$4,839,418
Participants with balances66
Active participants252
Employer contributions$75,926
Employee contributions$195,234
Employer contribution per active participant$301
Average account balance$73,325
Benefits paid to participants$890,302
Plan auditUnmodified (clean) audit opinion
AuditorCORDELL, NEHER & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 66 accts · $76K emplr
2023$4.8M · 70 accts · $73K emplr
2022$4.2M · 74 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,035
Investment management$24,834
Total administrative$26,869
The Blue Bird, Inc. 401(k) match · 2024
Employer contribution per active participant$301
Median for plans this size$1,313
2024$301 per active participant
2023$208 per active participant
2022$267 per active participant

Blue Bird, 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 · 20243
USI ADVISORS · Investment advisory (participants) · Investment advisory (plan)$24,834
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect 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$26,869 · 0.56%
2023$21,824 · 0.49%
2022$22,242 · 0.48%
Similar plansAgriculture, Forestry & Fishing · Washington
Monson Fruit Co., Inc. WA$6.8M · 0.81%
Fishermen's Finest, Inc. WA$5.7M · 0.17%
Roy Farms, Spc WA$4.8M · 0.66%
Winemakers LLC WA$4.6M · 0.03%
Dovex Corporation WA$4.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910363620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.