Plan Ledger DOL Form 5500 · updated monthly

Campbell Bewley, Inc.401(k)

BEWLEY'S USA SAVINGS PLAN · BILLERICA, MA · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Campbell Bewley, Inc. reported $14,140 in plan administrative expenses for 2023: 0.34% of average plan assets, below the peer median. Employer contributions averaged $860 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 1 year on file its reported administrative ratio rose from 0.34% to 1.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Massachusetts (2,355th of 2,726), and 3,906th of 5,215 in retail trade. In 2023, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,525,915
Participants with balances144
Active participants255
Employer contributions$219,401
Employee contributions$379,876
Employer contribution per active participant$860
Average account balance$31,430
Benefits paid to participants$437,114
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.1M · 151 accts · $202K emplr
2023$4.5M · 144 accts · $219K emplr
Administrative expenses, itemized · 2023
Investment management$14,140
Total administrative$14,140
The Campbell Bewley, Inc. 401(k) match · 2023
Employer contribution per active participant$860
Median for plans this size$1,308
2024$871 per active participant
2023$860 per active participant

Campbell Bewley, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RESOURCES INVESTMENT ADVISORS LLC · Investment advisory (plan)$2,731
HUNNEX AND SHOEMAKER, INC. · Contract administrator$700

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$70,762 · 1.65%
2023$14,140 · 0.34%
Similar plansRetail Trade · Massachusetts
Mascorp Management Corp. MA$4.8M · 0.12%
Route 24 Auto Group MA$4.8M · 1.06%
Stavvy, Inc. MA$4.6M · 0.10%
Rodman Ford Sales, Inc. MA$4.4M · 0.32%
Color, Inc. MA$3.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043397963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.