Plan Ledger DOL Form 5500 · updated monthly

Sarkes Tarzian, Inc.401(k)

SARKES TARZIAN, INC. EMPLOYEES' RETIREMENT & INVESTMENT PLAN · BLOOMINGTON, IN · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sarkes Tarzian, Inc. reported $36,830 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,112 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 2 years on file its reported administrative ratio rose from 0.08% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 357th-largest of 1,562 plans among Indiana employers on file, and the 658th of 2,199 in information & media. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 239 to 268 since 2022.

Plan summary
Net assets, end of year$37,617,733
Participants with balances346
Active participants268
Employer contributions$566,119
Employee contributions$1,221,191
Employer contribution per active participant$2,112
Average account balance$108,722
Benefits paid to participants$3,395,133
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.6M · 346 accts · $566K emplr
2023$33.9M · 330 accts · $569K emplr
2022$28.7M · 323 accts · $563K emplr
Administrative expenses, itemized · 2024
Investment management$43,786
Total administrative$36,830
The Sarkes Tarzian, Inc. 401(k) match · 2024
Employer contribution per active participant$2,112
Median for plans this size$2,416
2024$2,112 per active participant
2023$2,380 per active participant
2022$2,355 per active participant

Sarkes Tarzian, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$42,915
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$36,830 · 0.10%
2023$27,784 · 0.09%
2022$26,752 · 0.08%
Same employer
Similar plansInformation & Media · Indiana
Schurz Communications, Inc. IN$94.7M · 0.15%
Round Room Holdings, Inc. IN$51.3M · 0.40%
Endeavor Communications IN$16.5M · 0.19%
Sdi Innovations, Inc. IN$15.6M · 0.57%
Bloomerang, LLC IN$15.3M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350852458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.