Plan Ledger DOL Form 5500 · updated monthly

Bws Leasing Inc.401(k)

BWS LEASING INC. EMPLOYEE 401(K) PROFIT SHARING PLAN & TRUST · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Bws Leasing Inc. reported $178,078 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,908 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 3 years on file its reported administrative ratio has held roughly steady near 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 208th-largest of 565 plans among Nebraska employers on file, and the 523rd of 2,096 in real estate & leasing. In 2024, employees put in $2.45 for every $1.00 the employer contributed; active participation has grown from 342 to 398 since 2022.

Plan summary
Net assets, end of year$25,841,493
Participants with balances307
Active participants398
Employer contributions$759,426
Employee contributions$1,860,796
Employer contribution per active participant$1,908
Average account balance$84,174
Benefits paid to participants$3,632,500
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 307 accts · $759K emplr
2023$21.9M · 284 accts · $368K emplr
2022$17.7M · 267 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,972
Investment management$51,106
Total administrative$178,078
The Bws Leasing Inc. 401(k) match · 2024
Employer contribution per active participant$1,908
Median for plans this size$2,416
2024$1,908 per active participant
2023$1,022 per active participant
2022$688 per active participant

Bws Leasing Inc.'s 2024 employer contribution ran below the $2,416 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$51,106
BENEFIT PLANS INC. · Contract administrator$6,773

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$178,078 · 0.71%
2023$127,649 · 0.65%
2022$128,811 · 0.73%
Same employer
Similar plansReal Estate & Leasing · Nebraska
N.P. Dodge Company NE$38.8M · 0.36%
Tom Malloy Corporation CA$26.3M · 0.22%
Inventrust Properties Corp. IL$25.9M · 0.29%
Dimension Hospitality, LLC FL$25.7M · 0.42%
Ironstate Properties LLC NJ$25.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470712678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.