Plan Ledger DOL Form 5500 · updated monthly

Bull Moose Heavy Haul, Inc.401(k)

BULL MOOSE HEAVY HAUL, INC 401(K) PLAN · MANCHESTER, IA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Bull Moose Heavy Haul, Inc. reported $82,724 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,978 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 2 years on file its reported administrative ratio fell from 1.19% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Iowa (576th of 878), and 8,779th of 13,661 in manufacturing. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 195 to 216 since 2022.

Plan summary
Net assets, end of year$9,984,348
Participants with balances380
Active participants216
Employer contributions$643,217
Employee contributions$864,950
Employer contribution per active participant$2,978
Average account balance$26,275
Benefits paid to participants$779,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 380 accts · $643K emplr
2023$8.2M · 338 accts · $605K emplr
2022$6.3M · 311 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,724
Total administrative$82,724
The Bull Moose Heavy Haul, Inc. 401(k) match · 2024
Employer contribution per active participant$2,978
Median for plans this size$1,313
2024$2,978 per active participant
2023$2,979 per active participant
2022$1,670 per active participant

Bull Moose Heavy Haul, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$40,060
EISNER ADVISORY GROUP LLC · Recordkeeping · Loan processing$8,860
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$31,310

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

Recordkeeper by year2
2024EISNER ADVISORY GROUP LLC, Transamerica
2023EISNER ADVISORY GROUP LLC, Transamerica

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

Administrative cost history3
2024$82,724 · 0.91%
2023$50,304 · 0.69%
2022$77,045 · 1.19%
Same employer
Similar plansManufacturing · Iowa
Midwest Metal Products Co. IA$13.2M · 0.30%
Gmt LLC IA$12.6M · 0.32%
All-State Industries, Inc. IA$12.4M · 0.49%
Katecho, LLC IA$10.9M · 0.92%
Seaboard Triumph Foods, LLC IA$10.0M · 0.40%
Iowa Spring Manufacturing IA$10.0M · 0.29%
The Chantland-Pvs Company IA$10.0M · 0.34%
Advanced Heat Treat Corp. IA$9.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811086616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.