Plan Ledger DOL Form 5500 · updated monthly

Panos/Smith Hotel Group Ci Harris LLC401(k)

SMITH CURRY 401(K) PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
2.51%

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

Panos/Smith Hotel Group Ci Harris LLC reported $12,193 in plan administrative expenses for 2022: 2.51% of average plan assets, higher than ~75% of peers. 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 administrative & support services employers. By assets it is among the smaller plans on file in North Carolina (1,950th of 2,005), and 2,375th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$397,235
Participants with balances64
Active participants106
Employer contributions$0
Employee contributions$67,720
Employer contribution per active participant$0
Average account balance$6,207
Benefits paid to participants$153,527
Plan auditUnmodified (clean) audit opinion
AuditorHARPER, RAINS, KNIGHT & COMPANY, PA
Administrative expenses, itemized · 2022
Professional / advisory$12,193
Total administrative$12,193
The Panos/Smith Hotel Group Ci Harris LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Panos/Smith Hotel Group Ci Harris 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$12,193 · 2.51%
Similar plansAdministrative & Support Services · North Carolina
Wastezero, Inc. NC$811K · 0.15%
Aruza LLC NC$563K · 2.73%
Rga Enterprises Inc NC$287K · 2.29%
Customerhd, LLC NC$244K · 4.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562133295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.