Plan Ledger DOL Form 5500 · updated monthly

Bottleless Water Holdings LLC dba Bottleless Nation401(k)

BOTTLELESS WATER SOLUTIONS DBA BOTTLELESS NATION 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Bottleless Water Holdings LLC dba Bottleless Nation reported $14,381 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $2,626 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Indiana (1,351st of 1,562), and 3,969th of 4,246 in wholesale trade. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,685,890
Participants with balances211
Active participants154
Employer contributions$404,440
Employee contributions$626,840
Employer contribution per active participant$2,626
Average account balance$12,729
Benefits paid to participants$264,577
Plan auditUnmodified (clean) audit opinion
AuditorSPONSEL CPA GROUP
Plan history2
Yearassets · accounts · employer contribution
2025$0 · $110K emplr
2024$2.7M · 211 accts · $404K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,085
Investment management$10,296
Total administrative$14,381
The Bottleless Water Holdings LLC dba Bottleless Nation 401(k) match · 2024
Employer contribution per active participant$2,626
Median for plans this size$1,313

Bottleless Water Holdings LLC dba Bottleless Nation's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NORWOOD ECONOMICS · Trustee$10,296

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

Administrative cost history2
2025Not separately reported
2024$14,381 · 0.66%
Similar plansWholesale Trade · Indiana
Evapar, Inc. IN$5.2M · 0.50%
Novelty, Inc. IN$5.0M · 0.31%
Auto Park Motors, Inc. IN$2.8M · 0.25%
Green Stream Company IN$1.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824273354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.