Plan Ledger DOL Form 5500 · updated monthly

Robert Bosch LLC401(k)

BOSCH SAVINGS INCENTIVE PLAN · BROADVIEW, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Robert Bosch LLC reported $2,615,711 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $9,530 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 0.061%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other wholesale trade employers. By assets it is the 16th-largest of 3,702 plans among Illinois employers on file, and the 8th of 4,246 in wholesale trade. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,586,222,890
Participants with balances19,534
Active participants14,168
Employer contributions$135,017,583
Employee contributions$141,080,462
Employer contribution per active participant$9,530
Average account balance$234,782
Benefits paid to participants$388,806,494
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE AND MORAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.6B · 19,534 accts · $135.0M emplr
2023$4.1B · 20,019 accts · $136.4M emplr
2022$3.4B · 19,459 accts · $121.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$921,724
Investment management$1,693,987
Total administrative$2,615,711
The Robert Bosch LLC 401(k) match · 2024
Employer contribution per active participant$9,530
Median for plans this size$5,259
2024$9,530 per active participant
2023$9,162 per active participant
2022$8,719 per active participant

Robert Bosch LLC's 2024 employer contribution ran above the $5,259 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,830,488
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$1,693,987

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$2,615,711 · 0.06%
2023$2,003,772 · 0.05%
2022$2,193,094 · 0.06%
All plans at this employer2
BOSCH SAVINGS INCENTIVE PLAN401(k)
BOSCH BRAKING SYSTEMS THRIFT PLAN401(k)
Same employer
Similar plansWholesale Trade · Illinois
Nike, Inc. OR$5.9B · 0.04%
McKesson Corporation TX$5.7B · 0.02%
Sysco Corporation TX$5.2B · 0.05%
Cardinal Health, Inc. OH$4.8B · 0.05%
W. W. Grainger, Inc. IL$3.8B · 0.03%
Ferguson Enterprises, LLC VA$3.6B · 0.04%
United Natural Foods, Inc RI$2.8B · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362903176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.