Sentry Equipment Erectors, LLC401(k) + ESOP (KSOP)
SENTRY EQUIPMENT ERECTORS, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN · FOREST, VA · plan year 2022
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Sentry Equipment Erectors, LLC reported $132,147 in plan administrative expenses for 2022: 0.17% of average plan assets, above the peer median. Employer contributions averaged $14,092 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 1 year on file its reported administrative ratio rose from 0.17% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 319th-largest of 2,266 plans among Virginia employers on file, and the 484th of 4,246 in wholesale trade. In 2022, the employer put in $2.40 for every $1.00 employees contributed themselves.
Sentry Equipment Erectors, LLC's 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
This plan has changed recordkeepers within these filings. If you left Sentry Equipment Erectors, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 541150258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.