Plan Ledger DOL Form 5500 · updated monthly

Savory Swig Stores LLC401(k)

SWIG 401K · LEHI, UT · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Savory Swig Stores LLC reported $210 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $359 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 1,192 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Utah (834th of 848), and 2,051st of 2,240 in accommodation & food services. In 2023, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$209,987
Participants with balances328
Active participants264
Employer contributions$94,864
Employee contributions$103,910
Employer contribution per active participant$359
Average account balance$640
Benefits paid to participants$4,560
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $224K emplr
2023$210K · 328 accts · $95K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$210
Total administrative$210
The Savory Swig Stores LLC 401(k) match · 2023
Employer contribution per active participant$359
Median for plans this size$522

Savory Swig Stores LLC's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Recordkeeping$210

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024Not separately reported
2023$210 · 0.10%
Same employer
Similar plansAccommodation & Food Services · Utah
Rgj Corporation UT$1.2M · 0.13%
Kneaders Bakery and Cafe UT$913K · 4.06%
D & D Management Group UT$463K · 0.75%
Apollo, LLC UT$340K · 0.15%
Banducci Enterprises Inc MO$217K · 0.46%
Bleuxus, LLC IL$217K · 3.48%
South Texas Pizza Inc TX$216K · 1.62%
Clever Ideas, Inc. IL$213K · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 814090049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.