BSR Trust 401(k) match, vesting and fees
What BSR Trust's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Hogantaylor LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| BSR Trust: employer contribution per participant | $1,023 | |
| Peer median | $1,962 |
| BSR Trust: average balance | $48,604 | |
| Peer median | $75,225 |
| BSR Trust: admin expenses ÷ assets | 0.80% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7M at the end of plan year 2021 to $10.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 244 | $10.7M | $225K | $1,023 | 0.80% | Not published | Form 5500 ↗ |
| 2024 | 374 | $9.1M | $237K | $701 | 0.70% | Not published | Form 5500 ↗ |
| 2023 | 320 | $7.9M | $228K | $829 | 0.85% | Not published | Form 5500 ↗ |
| 2022 | 236 | $6.4M | $231K | $1,389 | 0.95% | Not published | Form 5500 ↗ |
| 2021 | 377 | $7M | $197K | $613 | 0.88% | Not published | Form 5500 ↗ |
Common questions
Does BSR Trust match 401(k) contributions?
The match terms for the Bsr Trust, LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $225K in employer contributions, about $1,023 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the BSR Trust 401(k) match vested?
The vesting schedule for the Bsr Trust, LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the BSR Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Milliman. The plan administrator is Bsr Trust, LLC.
I left BSR Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bsr Trust, LLC, (501) 374-8677) or the recordkeeper, Milliman. The BSR Trust old 401(k) page lists the contacts from every plan filing. Find an old BSR Trust 401(k)
Data from the public Form 5500 annual reports BSR Trust filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with BSR Trust. Not financial advice. Report a correction · Methodology