Plan Ledger DOL Form 5500 · updated monthly

George E. Booth Co., LLC401(k)

GEORGE E. BOOTH CO., LLC 401(K) EMPLOYEE SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

George E. Booth Co., LLC reported $45,239 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $3,716 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (841st of 1,562), and 8,265th of 13,661 in manufacturing. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,261,079
Participants with balances166
Active participants178
Employer contributions$661,426
Employee contributions$1,310,278
Employer contribution per active participant$3,716
Average account balance$67,838
Benefits paid to participants$2,695,122
Plan auditUnmodified (clean) audit opinion
AuditorKATZ SAPPER & MILLER LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,239
Total administrative$45,239
The George E. Booth Co., LLC 401(k) match · 2024
Employer contribution per active participant$3,716
Median for plans this size$1,313

George E. Booth Co., LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,210

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$45,239 · 0.50%
Same employer
Similar plansManufacturing · Indiana
Gulf Stream Coach, Inc. IN$11.4M · 0.93%
Digger Specialties, Inc. IN$11.4M · 0.54%
American Art Clay Co. Inc. IN$11.3M · 0.26%
C & M Conveyor, Inc. IN$11.2M · 0.88%
Pia Automation US Inc IN$11.0M · 0.16%
Riverside Mfg., LLC IN$11.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351126665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.