Plan Ledger DOL Form 5500 · updated monthly

Hci-Bulldog, LLC401(k)

BULLDOG GROUP 401(K) PLAN · KERNERSVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
1.10%

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

Hci-Bulldog, LLC reported $74,016 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,168 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 rose from 0.86% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in North Carolina (1,272nd of 2,005), and 3,485th of 5,337 in construction. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,465,792
Participants with balances140
Active participants183
Employer contributions$396,693
Employee contributions$737,611
Employer contribution per active participant$2,168
Average account balance$53,327
Benefits paid to participants$406,749
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 140 accts · $397K emplr
2023$5.9M · 136 accts · $398K emplr
2022$5.5M · 148 accts · $354K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,016
Total administrative$74,016
The Hci-Bulldog, LLC 401(k) match · 2024
Employer contribution per active participant$2,168
Median for plans this size$1,313
2024$2,168 per active participant
2023$2,385 per active participant
2022$2,032 per active participant

Hci-Bulldog, LLC's 2024 employer contribution ran above the $1,313 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 · 20245
BERNARD ROBINSON & CO · Accounting / audit$24,600
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$17,674
WEALTH ADVISORY SERVICES LLC · Investment advisory (plan)$14,398
TRIAD PLAN ADMINISTRATION · Contract administratorindirect comp

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$74,016 · 1.10%
2023$46,300 · 0.81%
2022$50,200 · 0.86%
Same employer
Similar plansConstruction · North Carolina
Andrew Roby, Inc NC$7.6M · 0.69%
Southeast Mechanical LLC NC$7.1M · 0.47%
Gsm Services, Inc. NC$6.5M · 7.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472589833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.