Plan Ledger DOL Form 5500 · updated monthly

Ballet West401(k)

BALLET WEST 401(K) PLAN · SALT LAKE CITY, UT · plan year 2023

Reported admin expense ratio · 2023
0.73%

Ballet West reported $17,190 in plan administrative expenses for 2023: 0.73% of average plan assets, above the peer median. 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 has held roughly steady near 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Utah (716th of 848), and 1,105th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,580,760
Participants with balances136
Active participants130
Employer contributions—
Employee contributions$227,934
Employer contribution per active participant—
Average account balance$18,976
Benefits paid to participants$39,890
Plan auditUnmodified (clean) audit opinion
AuditorLARSON & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$2.6M · 136 accts
2022$2.1M · 121 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,532
Investment management$5,658
Total administrative$17,190
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$11,532

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

Administrative cost history2
2023$17,190 · 0.73%
2022$14,129 · 0.75%
Similar plansArts, Entertainment & Recreation · Utah
Vasa Fitness LLC UT$4.7M · 0.74%
The Living Planet Inc. UT$3.8M · 0.02%
Storied Management, LLC UT$2.9M · 0.56%
Get Air Trampoline Parks UT$1.0M · 1.72%
Fat Cats Holdings, Lc UT$715K · 1.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870264274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.