Plan Ledger DOL Form 5500 · updated monthly

Bossard U.S. Holdings, Inc.401(k)

BOSSARD U.S. HOLDINGS, INC. 401(K) PLAN · CEDAR FALLS, IA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Bossard U.S. Holdings, Inc. reported $146,882 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $3,193 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. 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 221st-largest of 878 plans among Iowa employers on file, and the 983rd of 4,246 in wholesale trade. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,087,218
Participants with balances478
Active participants377
Employer contributions$1,203,715
Employee contributions$1,780,324
Employer contribution per active participant$3,193
Average account balance$88,049
Benefits paid to participants$3,479,596
Plan auditUnmodified (clean) audit opinion
AuditorCRR. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.1M · 478 accts · $1.2M emplr
2023$36.4M · 484 accts · $1.2M emplr
2022$30.8M · 499 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,882
Total administrative$146,882
The Bossard U.S. Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,193
Median for plans this size$2,416
2024$3,193 per active participant
2023$3,112 per active participant
2022$2,709 per active participant

Bossard U.S. Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$146,882
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect 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$146,882 · 0.37%
2023$131,217 · 0.39%
2022$123,664 · 0.36%
Same employer
Similar plansWholesale Trade · Iowa
Plumb Supply Company IA$54.5M · 0.27%
Iowa 80 Group, Inc. IA$53.4M · 0.16%
Quick Supply Company IA$48.4M · 0.32%
Ifp Motion Solutions IA$46.8M · 0.20%
Schimberg Co. IA$41.8M · 0.22%
Doll Distributing LLC IA$41.3M · 0.29%
Seneca Companies, Inc. IA$37.1M · 0.33%
K.C. Nielsen LTD IA$34.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020513635 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.