Plan Ledger DOL Form 5500 · updated monthly

John a. Biewer Company, Inc.401(k)

JOHN A. BIEWER COMPANY, INC. 401(K) PLAN & TRUST · SAINT CLAIR, MI · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

John a. Biewer Company, Inc. reported $205,161 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $904 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 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 696th-largest of 2,619 plans among Michigan employers on file, and the 901st of 5,215 in retail trade. In 2024, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,118,142
Participants with balances841
Active participants862
Employer contributions$779,535
Employee contributions$3,007,342
Employer contribution per active participant$904
Average account balance$41,758
Benefits paid to participants$2,659,432
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE AND MORAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 841 accts · $780K emplr
2023$30.2M · 795 accts · $922K emplr
2022$23.9M · 813 accts · $974K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,212
Investment management$125,949
Total administrative$205,161
The John a. Biewer Company, Inc. 401(k) match · 2024
Employer contribution per active participant$904
Median for plans this size$2,416
2024$904 per active participant
2023$1,213 per active participant
2022$1,041 per active participant

John a. Biewer Company, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
MILLIMAN, INC. · Recordkeeping · Loan processing$79,212
CAPTRUST INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$125,949
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)indirect comp
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$205,161 · 0.63%
2023$184,385 · 0.68%
2022$164,062 · 0.64%
Same employer
Similar plansRetail Trade · Michigan
Busch's, Inc. MI$36.7M · 0.35%
Wesco, Inc. MI$34.3M · 0.37%
Denooyer Brothers, Inc. MI$33.2M · 0.32%
Liberty Chevrolet, Inc. MI$32.9M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382410540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.