Plan Ledger DOL Form 5500 · updated monthly

Bosselman Energy, Inc.401(k)

BOSSELMAN ENERGY EMPLOYEES RETIREMENT PLAN · GRAND ISLAND, NE · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Bosselman Energy, Inc. reported $82,157 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,896 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 0.73% to 0.65%. 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 among the smaller plans on file in Nebraska (336th of 565), and 2,596th of 4,246 in wholesale trade. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has shrunk from 187 to 149 since 2022.

Plan summary
Net assets, end of year$12,729,565
Participants with balances180
Active participants149
Employer contributions$282,487
Employee contributions$922,904
Employer contribution per active participant$1,896
Average account balance$70,720
Benefits paid to participants$2,353,349
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 180 accts · $282K emplr
2023$12.6M · 224 accts · $312K emplr
2022$11.7M · 193 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,694
Investment management$25,463
Total administrative$82,157
The Bosselman Energy, Inc. 401(k) match · 2024
Employer contribution per active participant$1,896
Median for plans this size$2,416
2024$1,896 per active participant
2023$1,997 per active participant
2022$1,511 per active participant

Bosselman Energy, Inc.'s 2024 employer contribution ran below 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
USI ADVISORS INC · Investment advisory (plan)$25,463

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$82,157 · 0.65%
2023$50,202 · 0.41%
2022$96,902 · 0.73%
Same employer
Similar plansWholesale Trade · Nebraska
Riekes Equipment Company NE$21.0M · 0.39%
Whitehead Oil Company NE$20.2M · 0.58%
Voss Electric Company NE$14.6M · 0.32%
Westin Inc. NE$11.2M · 0.33%
Lift Solutions, Inc. NE$11.1M · 0.90%
Allied Oil & Tire Company NE$7.0M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470729205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.