Plan Ledger DOL Form 5500 · updated monthly

Bulley and Andrews, LLC401(k)

BULLEY AND ANDREWS 401(K) SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Bulley and Andrews, LLC reported $61,633 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $4,450 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 rose from 0.05% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,188th-largest of 3,702 plans among Illinois employers on file, and the 1,379th of 5,337 in construction. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has grown from 139 to 177 since 2022.

Plan summary
Net assets, end of year$34,991,120
Participants with balances220
Active participants177
Employer contributions$787,640
Employee contributions$2,292,650
Employer contribution per active participant$4,450
Average account balance$159,051
Benefits paid to participants$1,813,950
Plan auditUnmodified (clean) audit opinion
AuditorGIMBEL ABRAMS+SINGER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 220 accts · $788K emplr
2023$28.2M · 196 accts · $608K emplr
2022$22.4M · 170 accts · $285K emplr
The Bulley and Andrews, LLC 401(k) match · 2024
Employer contribution per active participant$4,450
Median for plans this size$2,416
2024$4,450 per active participant
2023$3,778 per active participant
2022$2,052 per active participant

Bulley and Andrews, LLC's 2024 employer contribution ran above the $2,416 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)$36,663
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$25,171

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$61,633 · 0.19%
2023$32,044 · 0.13%
2022$13,365 · 0.05%
Same employer
Similar plansConstruction · Illinois
Luhr Crosby, LLC IL$40.4M · 0.40%
Armon, Inc. IL$34.4M · 0.10%
McHugh Enterprises, Inc. IL$33.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360853340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.