Plan Ledger DOL Form 5500 · updated monthly

The Bazooka Companies, LLC401(k)

THE BAZOOKA COMPANIES, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

The Bazooka Companies, LLC reported $24,169 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,090 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 1 year on file its reported administrative ratio rose from 0.00% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (3,186th of 5,648), and 7,682nd of 13,661 in manufacturing. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,109,718
Participants with balances147
Active participants215
Employer contributions$449,374
Employee contributions$1,250,831
Employer contribution per active participant$2,090
Average account balance$89,182
Benefits paid to participants$382,769
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA PC
Plan history2
Yearassets · accounts · employer contribution
2024$13.1M · 147 accts · $449K emplr
2023$10.2M · 127 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,532
Investment management$20,637
Total administrative$24,169
The The Bazooka Companies, LLC 401(k) match · 2024
Employer contribution per active participant$2,090
Median for plans this size$2,416

The Bazooka Companies, LLC's 2024 employer contribution ran below the $2,416 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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$19,437
CAPITAL GROUP RETIREMENT PLAN SVCS.$1,025

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

Administrative cost history2
2024$24,169 · 0.21%
2023$238 · 0.00%
Same employer
Similar plansManufacturing · New York
I3 Technology Group, LLC NY$13.1M · 0.16%
Anchor Computer, Inc. NY$12.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874124180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.