Plan Ledger DOL Form 5500 · updated monthly

Bpm Lumber, LLC401(k)

BPM LUMBER, LLC 401(K) PROFIT SHARING PLAN AND TRUST · LEXINGTON, KY · plan year 2022

Reported admin expense ratio · 2022
0.74%

Bpm Lumber, LLC reported $23,573 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. 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 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Kentucky (723rd of 871), and 739th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$2,987,737
Participants with balances88
Active participants162
Employer contributions—
Employee contributions$149,966
Employer contribution per active participant—
Average account balance$33,952
Benefits paid to participants$42,195
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,380
Investment management$15,193
Total administrative$23,573
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,573 · 0.74%
Same employer
Similar plansAgriculture, Forestry & Fishing · Kentucky
Cpc Commodities KY$4.4M · 0.06%
Winstar Farm, LLC KY$2.9M · 0.01%
Enviroflight LLC KY$2.4M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455511576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.