Plan Ledger DOL Form 5500 · updated monthly

E.D. Bullard Company401(k)

E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

E.D. Bullard Company reported $34,070 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,792 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 0.096%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 187th-largest of 871 plans among Kentucky employers on file, and the 3,903rd of 13,661 in manufacturing. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,883,854
Participants with balances345
Active participants294
Employer contributions$820,774
Employee contributions$1,399,767
Employer contribution per active participant$2,792
Average account balance$106,910
Benefits paid to participants$4,707,186
Plan auditUnmodified (clean) audit opinion
AuditorCROWE
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 345 accts · $821K emplr
2023$34.3M · 361 accts · $790K emplr
2022$28.9M · 335 accts · $719K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,070
Total administrative$34,070
The E.D. Bullard Company 401(k) match · 2024
Employer contribution per active participant$2,792
Median for plans this size$2,416
2024$2,792 per active participant
2023$2,671 per active participant
2022$2,596 per active participant

E.D. Bullard Company's 2024 employer contribution ran above 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 · 20241
JPMORGAN INVEST HOLDINGS LLC$34,070

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$34,070 · 0.10%
2023$29,639 · 0.09%
2022$30,163 · 0.10%
Same employer
Similar plansManufacturing · Kentucky
American Fuji Seal, Inc. KY$43.6M · 0.06%
Krauss-Maffei Corporation KY$39.7M · 0.33%
Premier Packaging, LLC KY$35.3M · 0.02%
Nasco, Inc. KY$34.9M · 0.01%
The C.W. Zumbiel Company KY$34.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940348330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.