Plan Ledger DOL Form 5500 · updated monthly

Sambatek, LLC401(k)

SAMBATEK, INC. 401(K) PROFIT SHARING PLAN · MINNETONKA, MN · plan year 2025

Reported admin expense ratio · 2025
0.54%

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

Sambatek, LLC reported $71,547 in plan administrative expenses for 2025: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,291 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 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Minnesota (1,112th of 1,918), and 6,819th of 11,654 in professional & technical services. In 2025, employees put in $4.76 for every $1.00 the employer contributed; active participation has shrunk from 119 to 90 since 2022.

Plan summary
Net assets, end of year$14,017,462
Participants with balances152
Active participants90
Employer contributions$206,158
Employee contributions$981,127
Employer contribution per active participant$2,291
Average account balance$92,220
Benefits paid to participants$1,773,797
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.0M · 152 accts · $206K emplr
2024$12.4M · 157 accts · $171K emplr
2023$10.9M · 173 accts · $186K emplr
2022$9.1M · 176 accts · $170K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,848
Investment management$31,099
Audit (IQPA)$12,600
Total administrative$71,547
The Sambatek, LLC 401(k) match · 2025
Employer contribution per active participant$2,291
Median for plans this size$2,666
2025$2,291 per active participant
2024$1,758 per active participant
2023$1,920 per active participant
2022$1,427 per active participant

Sambatek, LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CREATIVE PLANNING LLC · Investment advisory (plan)$31,099
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,848
REDPATH AND COMPANY LLC · Accounting / audit$12,600

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$71,547 · 0.54%
2024$64,336 · 0.55%
2023$54,466 · 0.54%
2022$54,638 · 0.56%
Similar plansProfessional & Technical Services · Minnesota
Ecapital Advisors, LLC MN$15.4M · 0.01%
Ema Group, Inc. MN$14.4M · 0.02%
Gislason & Hunter LLP MN$14.3M · 0.43%
Cybertrol Engineering LLC MN$13.8M · 0.29%
Dc Group, Inc. MN$13.7M · 0.57%
Learners Edge, LLC MN$13.6M · 0.37%
Stubbe & Associates, Inc. MN$13.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264801863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.