Plan Ledger DOL Form 5500 · updated monthly

Bsr Trust, LLC401(k)

BSR TRUST, LLC 401(K) RETIREMENT PLAN · LITTLE ROCK, AR · plan year 2025

Reported admin expense ratio · 2025
0.80%

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

Bsr Trust, LLC reported $79,212 in plan administrative expenses for 2025: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,061 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 3 years on file its reported administrative ratio fell from 0.95% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 220th-largest of 456 plans among Arkansas employers on file, and 1,066th of 2,096 in real estate & leasing. In 2025, employees put in $3.00 for every $1.00 the employer contributed; active participation has shrunk from 236 to 212 since 2022.

Plan summary
Net assets, end of year$10,692,882
Participants with balances220
Active participants212
Employer contributions$224,960
Employee contributions$674,517
Employer contribution per active participant$1,061
Average account balance$48,604
Benefits paid to participants$731,969
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.7M · 220 accts · $225K emplr
2024$9.1M · 338 accts · $237K emplr
2023$7.9M · 275 accts · $228K emplr
2022$6.4M · 166 accts · $231K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,800
Investment management$28,348
Trustee / custodial$7,064
Total administrative$79,212
The Bsr Trust, LLC 401(k) match · 2025
Employer contribution per active participant$1,061
Median for plans this size$1,464
2025$1,061 per active participant
2024$979 per active participant
2023$991 per active participant
2022$977 per active participant

Bsr Trust, LLC's 2025 employer contribution ran below the $1,464 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MILLIMAN · Recordkeeping · Consulting$43,800
FIRST SECURITY BANK · Investment advisory (participants)$28,348
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$7,063
CHARLES SCHWAB & CO. INC. · Custodial (securities)indirect comp

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

Recordkeeper by year3
2025Milliman
2024John Hancock, Milliman
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Bsr Trust, LLC 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 history4
2025$79,212 · 0.80%
2024$59,350 · 0.70%
2023$60,579 · 0.85%
2022$63,493 · 0.95%
Similar plansReal Estate & Leasing · Arkansas
Hugg & Hall Equipment Co. AR$45.6M · 0.27%
Liv Communities LLC MI$10.8M · 0.30%
Slosburg Company NE$10.7M · 0.28%
The Altman Companies, LLC FL$10.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262524399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.