Plan Ledger DOL Form 5500 · updated monthly

Bmc Growth Fund, LLC401(k)

BMC GROWTH FUND, LLC 401(K) PLAN · MIAMISBURG, OH · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Bmc Growth Fund, LLC reported $54,615 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,495 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Ohio (2,669th of 3,295), and 4,512th of 4,798 in finance & insurance. In 2022, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,121,345
Participants with balances58
Active participants60
Employer contributions$209,685
Employee contributions$360,650
Employer contribution per active participant$3,495
Average account balance$71,058
Benefits paid to participants$865,336
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG & CO., LTD.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,847
Investment management$17,868
Professional / advisory$8,900
Total administrative$54,615
The Bmc Growth Fund, LLC 401(k) match · 2022
Employer contribution per active participant$3,495
Median for plans this size$1,114

Bmc Growth Fund, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$54,615 · 0.80%
Similar plansFinance & Insurance · Ohio
Bmc Growth Fund II, LLC OH$5.5M · 0.81%
1ST National Bank OH$3.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475161853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.