Plan Ledger DOL Form 5500 · updated monthly

Buildertrend Solutions, Inc.401(k)

BUILDERTREND SOLUTIONS, INC. 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Buildertrend Solutions, Inc. reported $309,445 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,810 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 has held roughly steady near 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 123rd-largest of 565 plans among Nebraska employers on file, and the 2,685th of 11,654 in professional & technical services. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has shrunk from 966 to 805 since 2022.

Plan summary
Net assets, end of year$51,881,192
Participants with balances931
Active participants805
Employer contributions$3,067,356
Employee contributions$6,696,701
Employer contribution per active participant$3,810
Average account balance$55,726
Benefits paid to participants$5,159,302
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$51.9M · 931 accts · $3.1M emplr
2023$40.8M · 881 accts · $2.8M emplr
2022$26.9M · 936 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$309,445
Total administrative$309,445
The Buildertrend Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,810
Median for plans this size$2,416
2024$3,810 per active participant
2023$3,855 per active participant
2022$2,480 per active participant

Buildertrend Solutions, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$305,544
ASCENSUS · Contract administrator · Other services$3,901
BRIDGES INVESTMENT MANAGEMENT INC · Investment advisory (plan)indirect comp
HUB INVESTMENT ADVISORS, INC. · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$309,445 · 0.67%
2023$236,960 · 0.70%
2022$160,491 · 0.68%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Koley Jessen P.C., L.L.O. NE$62.0M · 0.14%
Fraser Stryker PC Llo NE$54.8M · 0.06%
Jeo,Inc. NE$51.1M · 0.22%
Midwest Laboratories, Inc. NE$45.6M · 0.24%
Pen-Link, LTD. NE$41.2M · 0.42%
Clark & Enersen, Inc. NE$36.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205132639 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.