Plan Ledger DOL Form 5500 · updated monthly

Bolin Enterprises, Inc.401(k)

BOLIN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · CASEY, IL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Bolin Enterprises, Inc. reported $41,262 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $1,347 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 fell from 0.70% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,529th of 3,702), and 1,803rd of 3,341 in other services. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 138 to 170 since 2022.

Plan summary
Net assets, end of year$8,536,446
Participants with balances121
Active participants170
Employer contributions$228,940
Employee contributions$463,410
Employer contribution per active participant$1,347
Average account balance$70,549
Benefits paid to participants$505,753
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 121 accts · $229K emplr
2023$7.3M · 121 accts · $207K emplr
2022$6.0M · 120 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,481
Investment management$19,697
Trustee / custodial$1,084
Total administrative$41,262
The Bolin Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,347
Median for plans this size$1,313
2024$1,347 per active participant
2023$1,154 per active participant
2022$1,459 per active participant

Bolin Enterprises, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$20,481
OSAIC WEALTH, INC. · Investment advisory (plan)$19,697

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

Recordkeeper by year2
2024TruStage (CUNA Mutual)
2023TruStage (CUNA Mutual)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$41,262 · 0.52%
2023$39,541 · 0.59%
2022$44,582 · 0.70%
Same employer
Similar plansOther Services · Illinois
Safer Foundation IL$9.3M · 0.67%
New Star, Inc. IL$9.1M · 0.67%
Iti Intermodal, Inc. IL$8.7M · 0.63%
USA Environment LP IL$8.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371261027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.