Plan Ledger DOL Form 5500 · updated monthly

Fetzers' Inc.401(k)

FETZERS' INC. 401(K) PROFIT SHARING PLAN · SALT LAKE CITY, UT · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Fetzers' Inc. reported $95,687 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,566 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 3 years on file its reported administrative ratio fell from 0.61% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 244th-largest of 848 plans among Utah employers on file, and the 4,974th of 13,661 in manufacturing. In 2025, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,134,302
Participants with balances234
Active participants212
Employer contributions$544,076
Employee contributions$986,357
Employer contribution per active participant$2,566
Average account balance$111,685
Benefits paid to participants$1,009,780
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.1M · 234 accts · $544K emplr
2024$22.5M · 187 accts · $464K emplr
2023$20.9M · 198 accts · $404K emplr
2022$16.9M · 187 accts · $427K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$31,935
Investment management$55,252
Total administrative$95,687
The Fetzers' Inc. 401(k) match · 2025
Employer contribution per active participant$2,566
Median for plans this size$2,666
2025$2,566 per active participant
2024$2,149 per active participant
2023$1,897 per active participant
2022$2,179 per active participant

Fetzers' Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
CANNON CAPITAL MANAGEMENT INC · Investment advisory (plan)$41,207
EMPOWER ADVISORY GROUP, LLC · Investment management$14,045
FIDUCIARY WISE LLC$8,500

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

Administrative cost history4
2025$95,687 · 0.39%
2024$124,041 · 0.57%
2023$105,000 · 0.56%
2022$113,237 · 0.61%
Same employer
Similar plansManufacturing · Utah
Rhodes International, Inc. UT$33.1M · 0.28%
Clarus Corporation UT$28.1M · 0.10%
Moxtek, Inc. UT$27.0M · 0.20%
Jain America Holdings, Inc. UT$26.7M · 0.37%
Doppelmayr USA, Inc. UT$26.0M · 0.06%
Premier Tech Inc. UT$23.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870172410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.