Plan Ledger DOL Form 5500 · updated monthly

Shc Holdco, Inc.401(k)

SHC HOLDCO, INC. 401(K) PLAN · COTTONWOOD HEIGHTS, UT · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Shc Holdco, Inc. reported $148,169 in plan administrative expenses for 2022: 0.19% of average plan assets, above the peer median. Employer contributions averaged $350 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other administrative & support services employers. By assets it is the 112th-largest of 848 plans among Utah employers on file, and the 214th of 2,534 in administrative & support services. In 2022, employees put in $4.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$73,923,715
Participants with balances2,690
Active participants6,298
Employer contributions$2,205,694
Employee contributions$9,579,253
Employer contribution per active participant$350
Average account balance$27,481
Benefits paid to participants$7,426,082
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER & COMPANY, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$148,169
Total administrative$148,169
The Shc Holdco, Inc. 401(k) match · 2022
Employer contribution per active participant$350
Median for plans this size$3,449

Shc Holdco, Inc.'s 2022 employer contribution ran below the $3,449 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$148,169 · 0.19%
Similar plansAdministrative & Support Services · Utah
Campbell Companies UT$93.0M · 0.22%
Tpusa, Inc. UT$87.1M · 0.41%
Young Living Holdings, LLC UT$83.3M · 0.22%
Conservice, LLC UT$67.7M · 0.31%
Stratus.Hr UT$63.7M · 0.52%
Avetta, LLC UT$33.5M · 0.03%
Credit.com Holdings, LLC UT$28.4M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 270440873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.