Plan Ledger DOL Form 5500 · updated monthly

The Bartley Corporation401(k)

THE BARTLEY CORPORATION SAVINGS PLAN · ASHTON, MD · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

The Bartley Corporation reported $40,999 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $605 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 0.06% to 0.43%. 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 Maryland (983rd of 1,671), and 3,066th of 5,337 in construction. In 2024, employees put in $4.70 for every $1.00 the employer contributed; active participation has grown from 138 to 157 since 2022.

Plan summary
Net assets, end of year$10,198,897
Participants with balances145
Active participants157
Employer contributions$95,020
Employee contributions$446,300
Employer contribution per active participant$605
Average account balance$70,337
Benefits paid to participants$794,680
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 145 accts · $95K emplr
2023$9.1M · 138 accts · $74K emplr
2022$7.7M · 141 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,518
Investment management$15,481
Total administrative$40,999
The The Bartley Corporation 401(k) match · 2024
Employer contribution per active participant$605
Median for plans this size$1,313
2024$605 per active participant
2023$633 per active participant
2022$537 per active participant

The Bartley Corporation's 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVEST INST OPS CO, LLC · Loan processing$25,518
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$15,481

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$40,999 · 0.43%
2023$19,983 · 0.24%
2022$4,800 · 0.06%
Same employer
Similar plansConstruction · Maryland
Genco Masonry, Inc. MD$10.7M · 0.41%
The Joy Companies, Inc. MD$10.5M · 0.73%
Commercial Interiors, Inc. MD$10.3M · 0.47%
R. W. Warner, Inc. MD$10.1M · 0.95%
Scaffold Resource, LLC MD$9.5M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520911834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.