Plan Ledger DOL Form 5500 · updated monthly

Bvo Holdings Corporation401(k)

BVO HOLDINGS 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Bvo Holdings Corporation reported $33,728 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $1,463 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 has held roughly steady near 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Wisconsin (1,473rd of 1,936), and 613th of 786 in management of companies. In 2024, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,122,666
Participants with balances339
Active participants314
Employer contributions$459,405
Employee contributions$1,360,676
Employer contribution per active participant$1,463
Average account balance$21,011
Benefits paid to participants$529,545
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history2
Yearassets · accounts · employer contribution
2024$7.1M · 339 accts · $459K emplr
2023$5.1M · 269 accts · $539K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,257
Total administrative$33,728
The Bvo Holdings Corporation 401(k) match · 2024
Employer contribution per active participant$1,463
Median for plans this size$1,313
2024$1,463 per active participant
2023$2,131 per active participant

Bvo Holdings Corporation's 2024 employer contribution ran above the $1,313 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 · 20242
JPMORGAN INVEST HOLDINGS LLC$34,257
JPMORGAN INVEST HOLDINGS LLCindirect comp

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

Administrative cost history2
2024$33,728 · 0.55%
2023$24,143 · 0.58%
Similar plansManagement of Companies · Wisconsin
Plank Enterprises, Inc. WI$19.8M · 0.35%
Eponk Group WI$12.6M · 0.38%
Gci Affiliated Companies WI$10.7M · 0.11%
Unity Holdings, Inc. WI$7.4M · 0.00%
Ecm Holding Group, Inc. WI$5.6M · 0.69%
Maxus Operations, LLC WI$2.8M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861201188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.