Plan Ledger DOL Form 5500 · updated monthly

Bulab Holdings, Inc.401(k)

BULAB PROFIT SHARING AND 401(K) PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Bulab Holdings, Inc. reported $86,849 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,323 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 0.047%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 101st-largest of 1,496 plans among Tennessee employers on file, and the 1,226th of 13,661 in manufacturing. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$184,709,159
Participants with balances679
Active participants453
Employer contributions$3,770,209
Employee contributions$5,203,662
Employer contribution per active participant$8,323
Average account balance$272,031
Benefits paid to participants$31,401,738
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$184.7M · 679 accts · $3.8M emplr
2023$184.2M · 692 accts · $3.2M emplr
2022$166.1M · 715 accts · $4.0M emplr
The Bulab Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$8,323
Median for plans this size$3,635
2024$8,323 per active participant
2023$6,829 per active participant
2022$8,142 per active participant

Bulab Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$16,897
VANGUARD ADVISERS INC. · Investment advisory (participants)$70,803

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$86,849 · 0.05%
2023$79,292 · 0.05%
2022$92,114 · 0.05%
All plans at this employer2
BULAB PROFIT SHARING AND 401(K) PLAN401(k)
BULAB EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Tennessee
Resolute Fp US Inc. TN$332.1M · 0.08%
West Fraser, Inc. TN$322.2M · 0.10%
Marelli North America, Inc. TN$218.5M · 0.09%
Mueller Industries, Inc. TN$180.0M · 0.12%
Frontdoor, Inc. TN$147.4M · 0.10%
Playcore, Inc. TN$146.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620438397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.