Plan Ledger DOL Form 5500 · updated monthly

Bsds, Inc. dba Brookside Charter School401(k)

BROOKSIDE CHARTER 403(B) PLAN · KANSAS CITY, MO · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Bsds, Inc. dba Brookside Charter School reported $890 in plan administrative expenses for 2022: 0.43% of average plan assets, below the peer median. Employer contributions averaged $50 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Missouri (1,376th of 1,393), and 3,066th of 3,091 in educational services. In 2022, employees put in $10.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$234,591
Participants with balances32
Active participants145
Employer contributions$7,298
Employee contributions$76,331
Employer contribution per active participant$50
Average account balance$7,331
Plan auditUnmodified (clean) audit opinion
AuditorTHE WHITLOCK COMPANY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$890
Total administrative$890
The Bsds, Inc. dba Brookside Charter School 401(k) match · 2022
Employer contribution per active participant$50
Median for plans this size$331

Bsds, Inc. dba Brookside Charter School's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$890 · 0.43%
Same employer
Similar plansEducational Services · Missouri
Berry Foundation MO$7.2M · 0.14%
Missouri Military Academy MO$3.4M · 0.25%
Timothy D Bowen CA$252K · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431851910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.