Plan Ledger DOL Form 5500 · updated monthly

Bozzuto & Associates, Inc.401(k)

BOZZUTO & ASSOCIATES, INC. 401(K) PLAN · GREENBELT, MD · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Bozzuto & Associates, Inc. reported $432,776 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $878 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 0.24% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 93rd-largest of 1,671 plans among Maryland employers on file, and the 65th of 2,096 in real estate & leasing. In 2024, employees put in $6.05 for every $1.00 the employer contributed; active participation has grown from 3,023 to 3,505 since 2022.

Plan summary
Net assets, end of year$190,047,799
Participants with balances4,469
Active participants3,505
Employer contributions$3,076,067
Employee contributions$18,609,775
Employer contribution per active participant$878
Average account balance$42,526
Benefits paid to participants$12,329,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$190.0M · 4,469 accts · $3.1M emplr
2023$155.2M · 4,207 accts · $2.8M emplr
2022$124.1M · 3,997 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$226,936
Investment management$75,671
Total administrative$432,776
The Bozzuto & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$878
Median for plans this size$3,635
2024$878 per active participant
2023$858 per active participant
2022$855 per active participant

Bozzuto & Associates, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
T ROWE PRICE RPS INC · Recordkeeping · Trustee$226,936
MORGAN STANLEY GLOBAL BANKING · Consulting · Investment advisory (plan)$101,079

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$432,776 · 0.25%
2023$434,036 · 0.31%
2022$312,126 · 0.24%
Same employer
Similar plansReal Estate & Leasing · Maryland
Camden Development Inc. TX$195.4M · 0.02%
Pentegra Services, Inc. NY$192.1M · 0.76%
Regency Centers FL$191.3M · 0.08%
Willow Bridge E.C.W. LLC TX$177.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521566117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.