Plan Ledger DOL Form 5500 · updated monthly

Legion Brewing Holdings, LLC401(k)

LEGION BREWING 401(K) PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
1.13%

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

Legion Brewing Holdings, LLC reported $1,219 in plan administrative expenses for 2022: 1.13% of average plan assets, above the peer median. Employer contributions averaged $151 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 manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,985th of 2,005), and 13,581st of 13,661 in manufacturing. In 2022, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$181,445
Participants with balances31
Active participants287
Employer contributions$43,334
Employee contributions$88,168
Employer contribution per active participant$151
Average account balance$5,853
Plan auditUnmodified (clean) audit opinion
AuditorAPPLEGROWTHPARTNERSLLC DBA AGPN,LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,219
Total administrative$1,219
The Legion Brewing Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$151
Median for plans this size$331

Legion Brewing Holdings, LLC'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$1,219 · 1.13%
Similar plansManufacturing · North Carolina
Hc Composites, LLC NC$507K · 1.48%
Acucote, Inc. NC$131K · 0.30%
Tara Materials, Inc. NC$106K · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 845110420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.