Plan Ledger DOL Form 5500 · updated monthly

S&G Stores LLC401(k)

S&G STORES LLC 401(K) PLAN · SYLVANIA, OH · plan year 2022

Reported admin expense ratio · 2022
1.41%

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

S&G Stores LLC reported $1,445 in plan administrative expenses for 2022: 1.41% of average plan assets, above the peer median. Employer contributions averaged $256 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 Ohio (3,259th of 3,295), and 5,152nd of 5,215 in retail trade. In 2022, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$161,269
Participants with balances27
Active participants234
Employer contributions$59,793
Employee contributions$80,208
Employer contribution per active participant$256
Average account balance$5,973
Benefits paid to participants$18,234
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,445
Total administrative$1,445
The S&G Stores LLC 401(k) match · 2022
Employer contribution per active participant$256
Median for plans this size$331

S&G Stores 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$1,445 · 1.41%
Similar plansRetail Trade · Ohio
Servatii, Inc. OH$314K · 0.08%
Oberers Flowers, Inc. OH$218K · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850989723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.