Plan Ledger DOL Form 5500 · updated monthly

New Sgc LLC401(k)

NEW SGC LLC 401(K) PROFIT SHARING PLAN & TRUST · BOCA RATON, FL · plan year 2022

Reported admin expense ratio · 2022
1.06%

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

New Sgc LLC reported $1,295 in plan administrative expenses for 2022: 1.06% of average plan assets, above the peer median. Employer contributions averaged $0 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 retail trade employers. By assets it is among the smaller plans on file in Florida (3,594th of 3,644), and 5,157th of 5,215 in retail trade.

Plan summary
Net assets, end of year$146,805
Participants with balances33
Active participants156
Employer contributions$0
Employee contributions$78,748
Employer contribution per active participant$0
Average account balance$4,449
Benefits paid to participants$4,511
Plan auditUnmodified (clean) audit opinion
AuditorLERROSARBEY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$843
Investment management$452
Total administrative$1,295
The New Sgc LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

New Sgc LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,295 · 1.06%
Similar plansRetail Trade · Florida
Mattrob, Inc FL$172K · 2.47%
Hyde Meat Corp MA$160K · 0.48%
Thabet Management Inc OR$155K · 8.26%
Painted Tree Marketplace AR$147K · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274113301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.