Plan Ledger DOL Form 5500 · updated monthly

Alice J Schleicher Inc401(k)

ALICE J SCHLEICHER INC 401(K) PROFIT SHARING PLAN & TRUST · SELLERSBURG, IN · plan year 2022

Reported admin expense ratio · 2022
1.89%

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

Alice J Schleicher Inc reported $22,613 in plan administrative expenses for 2022: 1.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $55 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Indiana (1,486th of 1,562), and 1,729th of 2,240 in accommodation & food services. In 2022, employees put in $6.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,001,531
Participants with balances48
Active participants93
Employer contributions$5,138
Employee contributions$30,990
Employer contribution per active participant$55
Average account balance$20,865
Benefits paid to participants$162,579
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP, LLC
Administrative expenses, itemized · 2022
Professional / advisory$22,613
Total administrative$22,613
The Alice J Schleicher Inc 401(k) match · 2022
Employer contribution per active participant$55
Median for plans this size$1,114

Alice J Schleicher Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,613 · 1.89%
Similar plansAccommodation & Food Services · Indiana
Restaurant Management Corporation IN$2.6M · 0.33%
McKenzie Foods, Inc. IN$2.1M · 0.03%
Frosty Management Corporation IN$2.0M · 1.03%
Humphries Developments of Nort IN$1.8M · 1.47%
Ivy Hospitality LLC IN$695K · 0.06%
Holladay Hospitality Group IN$481K · 0.24%
Heritage Restaurant Management Group LLC IN$356K · 0.47%
Dough Management, Inc. IN$221K · 8.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351403349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.