Plan Ledger DOL Form 5500 · updated monthly

Fenix Outdoor Imports, LLC401(k)

FENIX OUTDOOR 401(K) PLAN · LOUISVILLE, CO · plan year 2023

Reported admin expense ratio · 2023
0.79%

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

Fenix Outdoor Imports, LLC reported $47,192 in plan administrative expenses for 2023: 0.79% of average plan assets, above the peer median. Employer contributions averaged $2,329 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 $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Colorado (927th of 1,461), and 10,127th of 13,661 in manufacturing. In 2023, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,082,880
Participants with balances391
Active participants329
Employer contributions$766,092
Employee contributions$1,166,550
Employer contribution per active participant$2,329
Average account balance$18,115
Benefits paid to participants$848,565
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $523K emplr
2023$7.1M · 391 accts · $766K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,167
Investment management$20,025
Total administrative$47,192
The Fenix Outdoor Imports, LLC 401(k) match · 2023
Employer contribution per active participant$2,329
Median for plans this size$1,308

Fenix Outdoor Imports, LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$29,431
WELLS FARGO ADVISORS FIN NETWORK · Investment advisory (plan)$20,026

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

Administrative cost history2
2024Not separately reported
2023$47,192 · 0.79%
Same employer
Similar plansManufacturing · Colorado
Lightning Emotors, Inc CO$7.5M · 0.88%
Exxel Outdoors, LLC CO$7.1M · 0.48%
Enstrom Candies, Inc. CO$7.0M · 0.60%
Avery Brewing Company CO$6.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272473714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.