Plan Ledger DOL Form 5500 · updated monthly

Blue Rock Products Co.Profit-sharing plan

BLUE ROCK PRODUCTS COMPANY PROFIT SHARING PLAN · SIDNEY, MT · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Blue Rock Products Co. reported $29,024 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $5,669 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 0.237%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 111th-largest of 229 plans among Montana employers on file, and 2,607th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$12,565,061
Participants with balances118
Active participants74
Employer contributions$419,491
Employee contributions—
Employer contribution per active participant$5,669
Average account balance$106,484
Benefits paid to participants$1,364,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 118 accts · $419K emplr
2023$11.9M · 115 accts · $429K emplr
2022$10.0M · 109 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,024
Total administrative$29,024
Employer contributions to the Blue Rock Products Co. plan · 2024
Employer contribution per active participant$5,669
Median for plans this size$2,416
2024$5,669 per active participant
2023$5,963 per active participant
2022$5,282 per active participant

Blue Rock Products Co.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIRST STATE BANK & TRUST · Recordkeeping · Trustee$29,024

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

Recordkeeper by year2
2024FIRST STATE BANK & TRUST
2023FIRST STATE BANK & TRUST

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,024 · 0.24%
2023$35,575 · 0.32%
2022$29,129 · 0.24%
Similar plansWholesale Trade · Montana
The Tire Guys, Inc. MT$13.9M · 0.45%
Frontline AG Solutions LLC MT$13.3M · 0.02%
Lhc, Incorporated MT$13.0M · 0.55%
Meateater, Inc. MT$7.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810297219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.