Buddy Bells, Inc.401(k)
BUDDY BELLS, INC. EMPLOYEE RETIREMENT PLAN · FONTANA, WI · plan year 2023
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Buddy Bells, Inc. reported $2,773 in plan administrative expenses for 2023: 8.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $26 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 1,192 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,931st of 1,936), and 2,190th of 2,240 in accommodation & food services.
Buddy Bells, Inc.'s 2023 employer contribution ran below the $522 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 364149536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.