Plan Ledger DOL Form 5500 · updated monthly

Smartscripts Holdings, LLC401(k)

THOMPSON & THOMPSON, LTC RETIREMENT PLAN · WASHINGTON, IA · plan year 2022

Reported admin expense ratio · 2022
0.87%

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

Smartscripts Holdings, LLC reported $12,362 in plan administrative expenses for 2022: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,511 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (838th of 878), and 10,701st of 11,911 in health care & social assistance. In 2022, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,229,162
Participants with balances50
Active participants68
Employer contributions$102,750
Employee contributions$208,368
Employer contribution per active participant$1,511
Average account balance$24,583
Benefits paid to participants$411,289
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL & MANAGEMENT CONSUL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,362
Total administrative$12,362
The Smartscripts Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$1,511
Median for plans this size$1,114

Smartscripts Holdings, LLC's 2022 employer contribution ran above the $1,114 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$12,362 · 0.87%
Similar plansHealth Care & Social Assistance · Iowa
Lexington Square, LLC IA$1.3M · 1.03%
Bridges of Iowa IA$1.1M · 0.19%
Skyline Center, Inc. IA$1.0M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823045119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.