Plan Ledger DOL Form 5500 · updated monthly

Bittersweet, Inc.401(k)

BITTERSWEET, INC. 401(K) RETIREMENT SAVINGS PLAN · WHITEHOUSE, OH · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

Bittersweet, Inc. reported $3,764 in plan administrative expenses for 2022: 0.56% of average plan assets, below the peer median. Employer contributions averaged $181 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 health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,192nd of 3,295), and 11,213th of 11,911 in health care & social assistance. In 2022, employees put in $5.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$651,523
Participants with balances47
Active participants74
Employer contributions$13,423
Employee contributions$74,721
Employer contribution per active participant$181
Average account balance$13,862
Benefits paid to participants$13,591
Plan auditUnmodified (clean) audit opinion
The Bittersweet, Inc. 401(k) match · 2022
Employer contribution per active participant$181
Median for plans this size$331

Bittersweet, Inc.'s 2022 employer contribution ran below 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$3,764 · 0.56%
Similar plansHealth Care & Social Assistance · Ohio
Ivim Health OH$631K · 0.69%
Tech Medical Inc OH$561K · 2.50%
First Care Ohio, LLC. OH$516K · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341218722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.