Plan Ledger DOL Form 5500 · updated monthly

Blue Bird Voluntary Money401(k)

BLUE BIRD 401(K) PLAN · FORT VALLEY, GA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Blue Bird Voluntary Money reported $90,000 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $1,327 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 0.081%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 252nd-largest of 2,160 plans among Georgia employers on file, and the 1,711th of 13,661 in manufacturing. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 1,636 to 1,895 since 2022.

Plan summary
Net assets, end of year$115,531,540
Participants with balances1,457
Active participants1,895
Employer contributions$2,513,969
Employee contributions$6,244,432
Employer contribution per active participant$1,327
Average account balance$79,294
Benefits paid to participants$18,672,938
Plan auditUnmodified (clean) audit opinion
AuditorCLH CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$115.5M · 1,457 accts · $2.5M emplr
2023$106.7M · 1,431 accts · $1.7M emplr
2022$97.3M · 1,438 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$90,000
Total administrative$90,000
The Blue Bird Voluntary Money 401(k) match · 2024
Employer contribution per active participant$1,327
Median for plans this size$3,635
2024$1,327 per active participant
2023$1,001 per active participant
2022$671 per active participant

Blue Bird Voluntary Money's 2024 employer contribution ran below the $3,635 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
BLUE BIRD BODY COMPANY · Accounting / audit$90,000
CHARLES SCHWAB & CO., INC. · Investment advisory (participants)$152

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$90,000 · 0.08%
2023$108,674 · 0.11%
2022$89,974 · 0.08%
Same employer
Similar plansManufacturing · Georgia
Engineered Floors, LLC GA$124.3M · 0.10%
Ds Smith North America GA$123.9M · 0.20%
Hoshizaki USA Holdings, Inc. GA$117.0M · 0.16%
Roper Corporation GA$107.9M · 0.05%
W.C. Bradley Co. GA$106.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580813156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.