Plan Ledger DOL Form 5500 · updated monthly

Boettcher-Hlavinka Company401(k)

BOETTCHER-HLAVINKA 401(K) PLAN · EAST BERNARD, TX · plan year 2022

Reported admin expense ratio · 2022
0.68%

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

Boettcher-Hlavinka Company reported $36,179 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. Employer contributions averaged $559 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 1 year on file its reported administrative ratio rose from 0.64% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,929th of 5,688), and 3,618th of 5,215 in retail trade. In 2022, employees put in $5.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,510,876
Participants with balances76
Active participants106
Employer contributions$59,242
Employee contributions$332,725
Employer contribution per active participant$559
Average account balance$72,512
Benefits paid to participants$437,482
Plan auditUnmodified (clean) audit opinion
AuditorEQUIPMENT DEALER CONSULTING, LLC
Plan history2
Yearassets · accounts · employer contribution
2022$5.5M · 76 accts · $59K emplr
2021$5.1M · 72 accts · $53K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$36,179
Total administrative$36,179
The Boettcher-Hlavinka Company 401(k) match · 2022
Employer contribution per active participant$559
Median for plans this size$1,114
2022$559 per active participant
2021$483 per active participant

Boettcher-Hlavinka Company's 2022 employer contribution ran below the $1,114 median for plans its size. 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 history2
2022$36,179 · 0.68%
2021$35,886 · 0.64%
Similar plansRetail Trade · Texas
Gibson Sales, LP TX$5.8M · 0.00%
Ed Hicks Imports TX$5.7M · 0.41%
Savcop, LTD TX$5.7M · 0.22%
Triple R Brothers, LTD TX$5.4M · 0.56%
Benny Boyd, LTD. TX$5.4M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741505981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.