Plan Ledger DOL Form 5500 · updated monthly

Schulze & Burch Biscuit Company401(k)

SCHULZE AND BURCH PRODUCTION EMPLOYEE 401(K) PLAN · SEARCY, AR · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Schulze & Burch Biscuit Company reported $35,743 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $1,433 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 0.40% to 0.53%. 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 Arkansas (274th of 456), and 10,193rd of 13,661 in manufacturing. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,976,068
Participants with balances219
Active participants161
Employer contributions$230,644
Employee contributions$486,698
Employer contribution per active participant$1,433
Average account balance$31,854
Benefits paid to participants$1,108,491
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 219 accts · $231K emplr
2023$6.6M · 232 accts · $243K emplr
2022$5.8M · 216 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,798
Investment management$10,945
Total administrative$35,743
The Schulze & Burch Biscuit Company 401(k) match · 2024
Employer contribution per active participant$1,433
Median for plans this size$1,313
2024$1,433 per active participant
2023$1,488 per active participant
2022$1,301 per active participant

Schulze & Burch Biscuit Company'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$24,798
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$10,944
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$35,743 · 0.53%
2023$23,243 · 0.37%
2022$24,908 · 0.40%
All plans at this employer2
SCHULZE AND BURCH PRODUCTION EMPLOYEE 401(K) PLAN401(k)
SCHULZE & BURCH BISCUIT CO. SEARCY OPERATION401(k)
Same employer
Similar plansManufacturing · Arkansas
Optus Inc AR$7.6M · 0.51%
De Wafelbakkers, LLC AR$7.2M · 0.49%
Pinnacle Structures, Inc. AR$6.9M · 0.42%
Munro & Company Inc. AR$6.7M · 0.61%
Ozark Empire Distributors AR$6.7M · 0.66%
Scurlock Holdings Inc. AR$6.6M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362880649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.