Plan Ledger DOL Form 5500 · updated monthly

24/30 Surplus, LLC401(k)

24/30 SURPLUS, LLC 401(K) PLAN · NEW HAVEN, IN · plan year 2022

Reported admin expense ratio · 2022
3.08%

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

24/30 Surplus, LLC reported $19,755 in plan administrative expenses for 2022: 3.08% of average plan assets, higher than ~90% of peers. Employer contributions averaged $496 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Indiana (1,542nd of 1,562), and 5,111th of 5,215 in retail trade. In 2022, the employer put in $1.58 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$288,065
Participants with balances73
Active participants55
Employer contributions$27,273
Employee contributions$17,305
Employer contribution per active participant$496
Average account balance$3,946
Benefits paid to participants$611,921
Plan auditUnmodified (clean) audit opinion
AuditorJEFFERSON MARTIN AND ASSOCIATES INC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,093
Investment management$703
Professional / advisory$7,959
Total administrative$19,755
The 24/30 Surplus, LLC 401(k) match · 2022
Employer contribution per active participant$496
Median for plans this size$331

24/30 Surplus, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,755 · 3.08%
Similar plansRetail Trade · Indiana
Mervis Motors, Inc. IN$1.8M · 1.01%
D. W. Systems, Inc. IN$1.5M · 0.28%
Premier Foods Inc IN$794K · 0.61%
P4 Automotive IN$208K · 3.40%
Nexus Rvs, LLC IN$26K · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352153220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.