Plan Ledger DOL Form 5500 · updated monthly

Bunzl USA, LLC401(k)

BUNZL USA, LLC DEFERRED SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Bunzl USA, LLC reported $861,682 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. Employer contributions averaged $3,193 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 0.09% to 0.10%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 36th-largest of 1,393 plans among Missouri employers on file, and the 56th of 4,246 in wholesale trade. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$942,266,642
Participants with balances8,163
Active participants5,596
Employer contributions$17,869,696
Employee contributions$35,399,876
Employer contribution per active participant$3,193
Average account balance$115,431
Benefits paid to participants$86,001,656
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$942.3M · 8,163 accts · $17.9M emplr
2023$811.2M · 7,556 accts · $15.3M emplr
2022$725.2M · 7,424 accts · $14.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$325,489
Investment management$447,049
Total administrative$861,682
The Bunzl USA, LLC 401(k) match · 2024
Employer contribution per active participant$3,193
Median for plans this size$4,294
2024$3,193 per active participant
2023$2,783 per active participant
2022$2,663 per active participant

Bunzl USA, LLC's 2024 employer contribution ran below the $4,294 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 · 20243
VANGUARD GROUP INC. · Recordkeeping · Consulting$458,490
VANGUARD ADVISERS INC. · Investment advisory (participants)$447,049
QUALIFIED PLAN ADVISORS · Consulting$9,343

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$861,682 · 0.10%
2023$766,488 · 0.10%
2022$697,785 · 0.09%
Similar plansWholesale Trade · Missouri
Hallmark Cards, Inc. MO$2.1B · 0.05%
Dot Holdings Co MO$673.8M · 0.09%
Tkc Holdings, Inc. MO$281.9M · 0.16%
Tricorbraun Inc. MO$165.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131884179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.