Plan Ledger DOL Form 5500 · updated monthly

Competitive Socialising US, LLC401(k)

SWINGERS - INSTITUTE OF COMPETITIVE SOCIALISING 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
2.69%

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

Competitive Socialising US, LLC reported $31,439 in plan administrative expenses for 2025: 2.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $49 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 fell from 3.38% to 2.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New York (5,222nd of 5,648), and 1,180th of 1,311 in arts, entertainment & recreation. In 2025, employees put in $41.12 for every $1.00 the employer contributed; active participation has grown from 244 to 296 since 2023.

Plan summary
Net assets, end of year$1,517,598
Participants with balances296
Active participants296
Employer contributions$14,490
Employee contributions$595,758
Employer contribution per active participant$49
Average account balance$5,127
Benefits paid to participants$253,747
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$1.5M · 296 accts · $14K emplr
2024$816K · 208 accts
2023$466K · 244 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,091
Investment management$5,348
Total administrative$31,439
The Competitive Socialising US, LLC 401(k) match · 2025
Employer contribution per active participant$49
Median for plans this size$1,464

Competitive Socialising US, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
VESTWELL · Contract administrator · Investment advisory (plan)$26,091

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

Administrative cost history3
2025$31,439 · 2.69%
2024$26,002 · 4.06%
2023$15,760 · 3.38%
Similar plansArts, Entertainment & Recreation · New York
Dayglo Management, LLC NY$1.9M · 3.40%
Usfl League, LLC NY$1.4M · 2.23%
Elsewhere Group, Inc NY$252K · 2.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815402807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.