Plan Ledger DOL Form 5500 · updated monthly

Bowl New England, Inc.401(k)

BOWL NEW ENGLAND, INC. 401(K) PROFIT SHARING PLAN · COLCHESTER, VT · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Bowl New England, Inc. reported $66,621 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $411 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 rose from 0.38% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Vermont (155th of 230), and 727th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,915,524
Participants with balances152
Active participants985
Employer contributions$404,895
Employee contributions$496,714
Employer contribution per active participant$411
Average account balance$58,655
Benefits paid to participants$1,747,856
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY MCCOY & CO., CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 152 accts · $405K emplr
2023$8.8M · 185 accts · $379K emplr
2022$7.5M · 185 accts · $340K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,661
Investment management$16,960
Total administrative$66,621
The Bowl New England, Inc. 401(k) match · 2024
Employer contribution per active participant$411
Median for plans this size$1,313
2024$411 per active participant
2023$347 per active participant
2022$354 per active participant

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

Service providers · 20244
FUTURE PLANNING ASSOCIATES, INC · Contract administrator · Recordkeeping$20,818
STANCORP FINANCIAL · Claims processing · Recordkeeping$11,012
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$16,960
PLAN INTEGRITY PARTNERS, LLC. · Accounting / audit$14,475

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

Recordkeeper by year2
2024FUTURE PLANNING ASSOCIATES, INC, The Standard
2023FUTURE PLANNING ASSOCIATES, INC.

This plan has changed recordkeepers within these filings. If you left Bowl New England, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$66,621 · 0.75%
2023$16,697 · 0.21%
2022$32,305 · 0.38%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 030267492 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.