Plan Ledger DOL Form 5500 · updated monthly

Bwd Mile Development LLC401(k)

THE BEECHWOOD ORGANIZATION 401(K) PLAN · JERICHO, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

Bwd Mile Development LLC reported $8,995 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. 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 0.07% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New York (3,506th of 5,648), and 2,980th of 5,337 in construction.

Plan summary
Net assets, end of year$10,750,946
Participants with balances145
Active participants173
Employer contributions—
Employee contributions$860,464
Employer contribution per active participant—
Average account balance$74,144
Benefits paid to participants$204,755
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 145 accts
2023$8.4M · 142 accts
2022$6.5M · 135 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,725
Investment management$3,070
Total administrative$8,995
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 · 20241
UBS FINANCIAL SERVICES INC.indirect comp

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$8,995 · 0.09%
2023$8,245 · 0.11%
2022$4,394 · 0.07%
Same employer
Similar plansConstruction · New York
Cci Companies, Inc. NY$10.9M · 0.39%
Jpw Riggers, Inc. NY$10.5M · 0.58%
Railroad Avenue Associates NY$10.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112825424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.