Plan Ledger DOL Form 5500 · updated monthly

Saver Group, Inc.ESOP

SAVER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CAMPBELLSVLLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.88%

Saver Group, Inc. reported $65,250 in plan administrative expenses for 2022: 0.88% of average plan assets, higher than ~75% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Kentucky (531st of 871), and 3,180th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$8,218,522
Participants with balances848
Active participants504
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$9,692
Benefits paid to participants$377,314
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 852 accts · $240K emplr
2023$8.1M · 844 accts
2022$8.2M · 848 accts
Administrative expenses, itemized · 2022
Professional / advisory$65,250
Total administrative$65,250
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.

Recordkeeper by year2
2024AXA EQUITABLE LIFE INSURANCE CO
2023AXA EQUITABLE LIFE INSURANCE CO

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Administrative cost history3
2024$67,530 · 0.90%
2023$65,848 · 0.81%
2022$65,250 · 0.88%
All plans at this employer2
SAVER GROUP, INC. 401(K) PLAN401(k)
SAVER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Kentucky
Hillsdale Furniture LLC KY$10.1M · 0.02%
Neat & Wilson, Inc KY$9.4M · 0.14%
Winston Industries, LLC KY$8.1M · 0.28%
Modern Distributors, Inc. KY$8.0M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311532482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.