Plan Ledger DOL Form 5500 · updated monthly

John Bouchard & Sons Co.401(k)

JOHN BOUCHARD & SONS CO. 401(K) PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

John Bouchard & Sons Co. reported $207,102 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,912 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 fell from 0.60% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 298th-largest of 1,496 plans among Tennessee employers on file, and the 1,104th of 5,337 in construction. In 2024, the employer put in $1.88 for every $1.00 employees contributed themselves; active participation has grown from 137 to 154 since 2022.

Plan summary
Net assets, end of year$46,679,052
Participants with balances222
Active participants154
Employer contributions$2,142,414
Employee contributions$1,137,405
Employer contribution per active participant$13,912
Average account balance$210,266
Benefits paid to participants$939,986
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$46.7M · 222 accts · $2.1M emplr
2023$39.4M · 209 accts · $2.0M emplr
2022$34.9M · 205 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,156
Investment management$93,446
Total administrative$207,102
The John Bouchard & Sons Co. 401(k) match · 2024
Employer contribution per active participant$13,912
Median for plans this size$2,416
2024$13,912 per active participant
2023$13,475 per active participant
2022$14,618 per active participant

John Bouchard & Sons Co.'s 2024 employer contribution ran above the $2,416 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 · 20242
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants)$93,446

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$207,102 · 0.48%
2023$197,023 · 0.53%
2022$192,124 · 0.60%
Same employer
Similar plansConstruction · Tennessee
Belz Investco, G.P. TN$43.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620135900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.