Plan Ledger DOL Form 5500 · updated monthly

Smart LLC401(k)

SMART LLC 401(K) PROFIT SHARING PLAN & TRUST · TORRANCE, CA · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Smart LLC reported $2,454 in plan administrative expenses for 2022: 0.29% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 wholesale trade employers. By assets it is among the smaller plans on file in California (8,810th of 9,483), and 4,140th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$1,045,955
Participants with balances76
Active participants186
Employer contributions$0
Employee contributions$400,597
Employer contribution per active participant$0
Average account balance$13,763
Benefits paid to participants$52,508
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,454
Total administrative$2,454
The Smart LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Smart LLC'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$2,454 · 0.29%
Same employer
Similar plansWholesale Trade · California
Meritronics, Inc. CA$1.1M · 0.94%
U.S Jaclean Inc CA$1.1M · 0.48%
Sprintray CA$1.1M · 1.15%
Humble Sea, Inc. CA$1.0M · 2.27%
Ci Distribution CA$881K · 0.57%
Starship Technologies Inc CA$730K · 0.18%
Starco Enterprises, Inc. CA$705K · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810615557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.