Plan Ledger DOL Form 5500 · updated monthly

Bwi Companies, Inc.401(k)

BWI COMPANIES, INC. 401(K) PLAN · NASH, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Bwi Companies, Inc. reported $207,257 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,559 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 fell from 0.37% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 864th-largest of 5,688 plans among Texas employers on file, and the 620th of 4,246 in wholesale trade. In 2024, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,407,951
Participants with balances429
Active participants601
Employer contributions$936,861
Employee contributions$2,471,426
Employer contribution per active participant$1,559
Average account balance$157,128
Benefits paid to participants$7,812,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.4M · 429 accts · $937K emplr
2023$63.6M · 456 accts · $987K emplr
2022$55.6M · 451 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,222
Investment management$114,825
Audit (IQPA)$20,910
Total administrative$207,257
The Bwi Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,559
Median for plans this size$3,635
2024$1,559 per active participant
2023$1,713 per active participant
2022$1,638 per active participant

Bwi Companies, Inc.'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 · 20245
NEWPORT GROUP CONSULTING LLC · Investment advisory (plan)$71,436
EMPOWER ADVISORY GROUP, LLC · Investment management$43,389
FORVIS MAZARS, LLP · Accounting / audit$20,910
CROSS POINTE INSURANCE ADVISORS LLC$300

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$207,257 · 0.32%
2023$153,872 · 0.26%
2022$227,804 · 0.37%
Same employer
Similar plansWholesale Trade · Texas
Master-Halco, Inc. TX$74.1M · 0.37%
Iscar Metals, Inc. TX$69.6M · 0.07%
Eoc Holdings. LLC TX$69.0M · 0.00%
Doggett Company, LLC TX$65.0M · 0.36%
Nexeo Plastics, LLC TX$64.7M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751789544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.