Plan Ledger DOL Form 5500 · updated monthly

Bmk Enterprises LLCProfit-sharing plan

ROBERT J. HENSEN PROFIT SHARING PLAN · TALLAHASSEE, FL · plan year 2023

Reported admin expense ratio · 2023
1.37%

Bmk Enterprises LLC reported $7,744 in plan administrative expenses for 2023: 1.37% of average plan assets, above the peer median. 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 has held roughly steady near 1.37%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Florida (3,471st of 3,644), and 1,871st of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$603,127
Participants with balances176
Active participants73
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$3,427
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$603K · 176 accts
2022$523K · 144 accts
Administrative expenses, itemized · 2023
Investment management$7,744
Total administrative$7,744
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASSETMARK · Investment advisory (plan) · Investment management$7,744

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

Administrative cost history2
2023$7,744 · 1.37%
2022$7,030 · 1.35%
Similar plansAccommodation & Food Services · Florida
Fmk Management LLC FL$713K · 0.96%
Marker 32, Inc. FL$682K · 0.18%
Bre/Dunes Owner, LLC FL$675K · 0.67%
Metro Services, LLC FL$601K · 0.52%
Mr. Hospitality Group LLC FL$535K · 3.14%
Fisheries, Inc. FL$478K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841924528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.