Plan Ledger DOL Form 5500 · updated monthly

Sgm, Inc.401(k)

SGM, INC. 401(K) PLAN · CHOWCHILLA, CA · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Sgm, Inc. reported $581 in plan administrative expenses for 2022: 0.80% of average plan assets, below the peer median. Employer contributions averaged $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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (9,373rd of 9,483), and 1,304th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,210
Participants with balances13
Active participants237
Employer contributions$26,523
Employee contributions$48,932
Employer contribution per active participant$112
Average account balance$5,555
Benefits paid to participants$56
Plan auditUnmodified (clean) audit opinion
AuditorBAERG & ASSOCIATES CPAS, LLP
Administrative expenses, itemized · 2022
Investment management$581
Total administrative$581
The Sgm, Inc. 401(k) match · 2022
Employer contribution per active participant$112
Median for plans this size$331

Sgm, Inc.'s 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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.

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 history1
2022$581 · 0.80%
Similar plansArts, Entertainment & Recreation · California
Rooftop Cinema Club Inc CA$321K · 6.78%
Pocket Pilates, LLC CA$182K · 0.21%
The Bicycle Casino, L.P. CA$114K · 1.36%
The Laac Corp. CA$178 · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720444598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.