Plan Ledger DOL Form 5500 · updated monthly

Bunn-O-Matic Corporation401(k)

BUNN-O-MATIC CORPORATION 401(K) SAVINGS PLAN AND TRUST · SPRINGFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Bunn-O-Matic Corporation reported $194,025 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,303 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 0.12% to 0.13%. 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 407th-largest of 3,702 plans among Illinois employers on file, and the 1,410th of 13,661 in manufacturing. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$151,240,924
Participants with balances1,988
Active participants1,587
Employer contributions$2,067,953
Employee contributions$5,261,460
Employer contribution per active participant$1,303
Average account balance$76,077
Benefits paid to participants$25,633,908
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$151.2M · 1,988 accts · $2.1M emplr
2023$149.4M · 2,146 accts · $1.9M emplr
2022$135.4M · 2,004 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,806
Investment management$102,828
Audit (IQPA)$30,391
Total administrative$194,025
The Bunn-O-Matic Corporation 401(k) match · 2024
Employer contribution per active participant$1,303
Median for plans this size$3,635
2024$1,303 per active participant
2023$1,237 per active participant
2022$913 per active participant

Bunn-O-Matic Corporation's 2024 employer contribution ran below the $3,635 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.

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 · 20244
WILLIAM BLAIR & COMPANY LLC · Investment advisory (plan)$108,437
JP MORGAN INVEST HOLDINGS LLC$39,228
BKD LLP · Accounting / audit$30,391

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$194,025 · 0.13%
2023$217,504 · 0.15%
2022$186,985 · 0.12%
Same employer
Similar plansManufacturing · Illinois
Duravant LLC IL$162.9M · 0.34%
Blandin Paper Company IL$160.5M · 0.02%
Cts Corporation IL$159.7M · 0.14%
Sram LLC IL$152.1M
G&W Electric Company IL$150.5M · 0.05%
Century Aluminum Company IL$149.7M · 0.05%
Ozinga Bros., Inc. IL$142.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370840805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.