Plan Ledger DOL Form 5500 · updated monthly

Boston Barricade Holdings, Inc.ESOP

BOSTON BARRICADE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · VERO BEACH, FL · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Boston Barricade Holdings, Inc. reported $16 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $205 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 fell from 0.001% to 0.000%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (2,512th of 3,644), and 1,530th of 2,096 in real estate & leasing. active participation has grown from 93 to 123 since 2022.

Plan summary
Net assets, end of year$4,882,000
Participants with balances136
Active participants123
Employer contributions$25,264
Employee contributions—
Employer contribution per active participant$205
Average account balance$35,897
Benefits paid to participants$2,164
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 188 accts · $41K emplr
2023$4.9M · 136 accts · $25K emplr
2022$746K · 99 accts · $29K emplr
Administrative expenses, itemized · 2023
Audit (IQPA)$16
Total administrative$16
Employer contributions to the Boston Barricade Holdings, Inc. plan · 2023
Employer contribution per active participant$205
Median for plans this size$1,308
2024$258 per active participant
2023$205 per active participant
2022$312 per active participant

Boston Barricade Holdings, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$16 · 0.00%
2023$16 · 0.00%
2022Not separately reported
Similar plansReal Estate & Leasing · Florida
Advenir Living, LLC FL$5.0M · 1.69%
Leland Management, Inc. FL$4.8M · 0.93%
Regional One, Inc. FL$4.6M · 0.11%
Weller Management FL$4.5M · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 846834638 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.