Plan Ledger DOL Form 5500 · updated monthly

Bobcat Enterprises, Inc.401(k)

BOBCAT ENTERPRISES, INC. 401(K) RETIREMENT PLAN · WEST CHESTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Bobcat Enterprises, Inc. reported $26,431 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $827 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 0.07% to 0.19%. 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 1,626th-largest of 3,295 plans among Ohio employers on file, and 2,398th of 4,246 in wholesale trade. In 2024, employees put in $5.63 for every $1.00 the employer contributed; active participation has grown from 119 to 144 since 2022.

Plan summary
Net assets, end of year$14,632,799
Participants with balances207
Active participants144
Employer contributions$119,104
Employee contributions$670,835
Employer contribution per active participant$827
Average account balance$70,690
Benefits paid to participants$1,639,507
Plan auditUnmodified (clean) audit opinion
AuditorECONOMOU AND FLOOD
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 207 accts · $119K emplr
2023$13.6M · 205 accts · $107K emplr
2022$11.2M · 168 accts · $90K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,495
Investment management$18,086
Total administrative$26,431
The Bobcat Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$827
Median for plans this size$2,416
2024$827 per active participant
2023$757 per active participant
2022$759 per active participant

Bobcat Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
THOMAS FLOOD$16,866
CREATIVE RETIREMENT SYSTEMS, INC. · Other servicesindirect comp

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$26,431 · 0.19%
2023$25,729 · 0.21%
2022$8,108 · 0.07%
Same employer
Similar plansWholesale Trade · Ohio
Gl Power, Inc. OH$15.5M · 0.35%
Dickman Supply Company OH$15.4M · 0.49%
2-J Supply Company, Inc. OH$15.0M · 0.45%
Power Distributors, LLC OH$14.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310860716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.