Plan Ledger DOL Form 5500 · updated monthly

Bob Hall, Inc.401(k)

BOB HALL, INC. 401(K) PROFIT SHARING PLAN · UPPER MARLBORO, MD · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Bob Hall, Inc. reported $2,886 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,206 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 2 years on file its reported administrative ratio rose from 0.04% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 811th-largest of 1,671 plans among Maryland employers on file, and 2,426th of 4,246 in wholesale trade. In 2023, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,371,247
Participants with balances105
Active participants106
Employer contributions$445,860
Employee contributions$368,752
Employer contribution per active participant$4,206
Average account balance$136,869
Benefits paid to participants$787,999
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 112 accts · $515K emplr
2023$14.4M · 105 accts · $446K emplr
2022$12.2M · 117 accts · $565K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,886
Total administrative$2,886
The Bob Hall, Inc. 401(k) match · 2023
Employer contribution per active participant$4,206
Median for plans this size$2,440
2024$5,257 per active participant
2023$4,206 per active participant
2022$5,593 per active participant

Bob Hall, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MAP RETIREMENT USA · Contract administrator$6,940
EMPOWER ADVISORY GROUP, LLC · Investment management$1,069

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$14,389 · 0.11%
2023$2,886 · 0.02%
2022$5,139 · 0.04%
Same employer
Similar plansWholesale Trade · Maryland
Sfb Buck, LLC MD$15.1M · 0.16%
Sfb Buck, LLC MD$15.1M · 0.16%
Cb Flooring, LLC MD$15.0M · 0.40%
Foodpro Corporation MD$13.3M · 0.49%
Safeware, Inc. MD$12.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520739532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.