Plan Ledger DOL Form 5500 · updated monthly

Sizewise Rentals, LLC401(k)

SIZEWISE 401(K) RETIREMENT PLAN · ELLIS, KS · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Sizewise Rentals, LLC reported $214,856 in plan administrative expenses for 2022: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,016 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 198th-largest of 828 plans among Kansas employers on file, and the 418th of 2,096 in real estate & leasing. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,185,216
Participants with balances43
Active participants580
Employer contributions$1,169,110
Employee contributions$2,146,495
Employer contribution per active participant$2,016
Average account balance$771,749
Benefits paid to participants$15,817,428
Plan auditUnmodified (clean) audit opinion
AuditorADAMS BROWN LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$214,856
Total administrative$214,856
The Sizewise Rentals, LLC 401(k) match · 2022
Employer contribution per active participant$2,016
Median for plans this size$2,266

Sizewise Rentals, LLC's 2022 employer contribution ran below the $2,266 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 history1
2022$214,856 · 0.49%
Similar plansReal Estate & Leasing · Kansas
S. L. Nusbaum Realty Co. VA$33.9M · 0.44%
Yes Management, LLC CO$33.6M · 0.53%
Eagle Leasing Company CT$33.5M · 0.19%
Ahern Rentals, Inc. NV$32.9M · 0.63%
Skywalker Holdings, LLC CA$32.8M · 0.01%
Jims Formal Wear LLC IL$32.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480828871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.