Plan Ledger DOL Form 5500 · updated monthly

Campbell Companies401(k)

CAMPBELL COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Campbell Companies reported $190,023 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $5,920 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.

Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 89th-largest of 848 plans among Utah employers on file, and the 175th of 2,534 in administrative & support services. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$92,976,630
Participants with balances702
Active participants592
Employer contributions$3,504,702
Employee contributions$5,112,972
Employer contribution per active participant$5,920
Average account balance$132,445
Benefits paid to participants$8,285,346
Plan auditUnmodified (clean) audit opinion
AuditorCARVER, FLOREK & JAMES
Plan history3
Yearassets · accounts · employer contribution
2024$93.0M · 702 accts · $3.5M emplr
2023$83.5M · 676 accts · $3.3M emplr
2022$68.7M · 647 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,278
Investment management$59,275
Audit (IQPA)$10,800
Total administrative$190,023
The Campbell Companies 401(k) match · 2024
Employer contribution per active participant$5,920
Median for plans this size$3,635
2024$5,920 per active participant
2023$6,087 per active participant
2022$3,875 per active participant

Campbell Companies's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$59,275
CARVER FLOREK & JAMES CPAS LLC · Accounting / audit$10,800

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

Administrative cost history3
2024$190,023 · 0.22%
2023$133,321 · 0.18%
2022$125,660 · 0.17%
All plans at this employer2
CAMPBELL COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST401(k)
CAMPBELL COMPANIES BARGAINING UNIT 401(K) PLAN401(k)
Same employer
Similar plansAdministrative & Support Services · Utah
Chg Companies, Inc. UT$513.4M · 0.10%
Energysolutions, LLC UT$245.5M · 0.15%
Shc Services, Inc. UT$97.8M · 0.18%
Tpusa, Inc. UT$87.1M · 0.41%
Young Living Holdings, LLC UT$83.3M · 0.22%
Shc Holdco, Inc. UT$73.9M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 843055712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.