Plan Ledger DOL Form 5500 · updated monthly

Bluetooth Sig Inc401(k)

BLUETOOTH SIG INC 401K PLAN · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Bluetooth Sig Inc reported $60,449 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $10,228 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 0.286%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 624th-largest of 1,714 plans among Washington employers on file, and the 5,048th of 11,654 in professional & technical services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,074,044
Participants with balances168
Active participants121
Employer contributions$1,237,587
Employee contributions$1,909,794
Employer contribution per active participant$10,228
Average account balance$137,346
Benefits paid to participants$2,200,736
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 168 accts · $1.2M emplr
2023$19.2M · 180 accts · $1.2M emplr
2022$14.7M · 183 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,709
Investment management$57,740
Total administrative$60,449
The Bluetooth Sig Inc 401(k) match · 2024
Employer contribution per active participant$10,228
Median for plans this size$2,416
2024$10,228 per active participant
2023$9,867 per active participant
2022$8,669 per active participant

Bluetooth Sig Inc'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 · 20242
OPPENHEIMER & CO. INC. · Recordkeeping · Trustee$57,739
ADP, INC. · Loan processing · Recordkeeping$2,708

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

Recordkeeper by year2
2024ADP, OPPENHEIMER & CO. INC.
2023ADP, OPPENHEIMER & CO. INC.

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Administrative cost history3
2024$60,449 · 0.29%
2023$50,996 · 0.30%
2022$42,754 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Washington
Skytap, Inc. WA$23.6M · 0.39%
3MD, Inc. WA$23.5M · 0.57%
98POINT6 Inc. WA$23.4M
W. B. Sprague Company, Inc. WA$23.1M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522282302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.