Plan Ledger DOL Form 5500 · updated monthly

Mountain West Brands, LLCDC plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MOUNTAIN WEST BRANDS, LLC · SALT LAKE CITY, UT · plan year 2021

Reported admin expense ratio · 2021
0.04%

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

Mountain West Brands, LLC reported $1,574 in plan administrative expenses for 2021: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $747 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 4 years on file its reported administrative ratio has held roughly steady near 0.037%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Utah (623rd of 848), and the 928th of 2,240 in accommodation & food services. In 2021, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,662,718
Participants with balances145
Active participants91
Employer contributions$68,014
Employee contributions$195,554
Employer contribution per active participant$747
Average account balance$32,157
Benefits paid to participants$327,224
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE & COMPANY, PC
Plan history4
Yearassets · accounts · employer contribution
2024$4.5M · 84 accts · $52K emplr
2023$4.4M · 84 accts · $54K emplr
2022$4.1M · 146 accts · $70K emplr
2021$4.7M · 145 accts · $68K emplr
Employer contributions to the Mountain West Brands, LLC plan · 2021
Employer contribution per active participant$747
Median for plans this size$994
2024$65 per active participant
2023$68 per active participant
2022$886 per active participant
2021$747 per active participant

Mountain West Brands, LLC's 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$1,615 · 0.04%
2023$734 · 0.02%
2022$849 · 0.02%
2021$1,574 · 0.04%
Similar plansAccommodation & Food Services · Utah
Stein Eriksen Lodge UT$20.8M · 0.52%
Cafe Rio, Inc. UT$16.7M · 0.74%
Peek Travel Inc. UT$6.4M · 0.39%
Salt Lake Brewing Co., Lc UT$4.2M · 0.75%
Zullas, Lc UT$3.9M · 1.41%
H.B. Boys L.C. UT$3.5M · 1.42%
Utah Del Inc UT$2.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832188650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.