Plan Ledger DOL Form 5500 · updated monthly

Birchwood Operations, LLC401(k)

U. S. SMALL BUSINESS EXCHANGE 401(K) PLAN · BURLINGTON, VT · plan year 2022

Reported admin expense ratio · 2022
0.94%

Birchwood Operations, LLC reported $5,307 in plan administrative expenses for 2022: 0.94% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Vermont (222nd of 230), and 11,276th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$590,582
Participants with balances37
Active participants78
Employer contributions—
Employee contributions$102,247
Employer contribution per active participant—
Average account balance$15,962
Benefits paid to participants$9,395
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,307
Total administrative$5,307
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$5,307 · 0.94%
Similar plansHealth Care & Social Assistance · Vermont
Sprout Health, LLC NJ$595K · 1.54%
Areba Casriel, Inc. NY$595K · 0.14%
Mary's Place Seattle WA$594K · 1.10%
Galerie Living, LLC GA$593K · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822276658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.