Plan Ledger DOL Form 5500 · updated monthly

S & S Worldwide Inc401(k)

S & S WORLDWIDE INC 401(K) PROFIT SHARING PLAN & TRUST · LOGAN, UT · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

S & S Worldwide Inc reported $49,145 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,258 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Utah (589th of 848), and 10,925th of 13,661 in manufacturing. In 2022, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,529,533
Participants with balances88
Active participants79
Employer contributions$178,417
Employee contributions$320,473
Employer contribution per active participant$2,258
Average account balance$62,836
Benefits paid to participants$244,790
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,232
Investment management$34,913
Total administrative$49,145
The S & S Worldwide Inc 401(k) match · 2022
Employer contribution per active participant$2,258
Median for plans this size$1,114

S & S Worldwide Inc's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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$49,145 · 0.81%
Similar plansManufacturing · Utah
Csb Nutrition Corporation UT$6.4M · 0.82%
Snugz USA UT$6.0M · 0.81%
Rimports Inc. UT$5.8M · 0.04%
Star Cases, LLC UT$5.5M · 0.82%
Mfoc Holdco, Inc. UT$5.4M · 0.71%
Sarcos Corp UT$4.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870521073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.