Plan Ledger DOL Form 5500 · updated monthly

Schweitzer Mountain, LLC401(k)

SCHWEITZER MOUNTAIN, LLC 401(K) PLAN · SANDPOINT, ID · plan year 2022

Reported admin expense ratio · 2022
0.79%

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

Schweitzer Mountain, LLC reported $29,686 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. Employer contributions averaged $955 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Idaho (261st of 349), and 1,035th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,466,024
Participants with balances107
Active participants121
Employer contributions$115,548
Employee contributions$285,138
Employer contribution per active participant$955
Average account balance$32,393
Benefits paid to participants$250,301
Plan auditUnmodified (clean) audit opinion
AuditorANASTASI MOORE AND MARTIN PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $104K emplr
2022$3.5M · 107 accts · $116K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,306
Investment management$20,930
Professional / advisory$450
Total administrative$29,686
The Schweitzer Mountain, LLC 401(k) match · 2022
Employer contribution per active participant$955
Median for plans this size$1,114

Schweitzer Mountain, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$29,686 · 0.79%
Similar plansArts, Entertainment & Recreation · Idaho
Shoshone-Bannock Gaming ID$6.7M · 0.50%
Silverwood, Inc. ID$3.6M · 0.88%
Nashville Soccer Club LLC TN$3.6M · 0.72%
Roaring Fork Club, LLC CO$3.5M · 0.91%
Boot Hill Casino & Resort KS$3.5M · 1.18%
Blue Lake Casino CA$3.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911876865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.