Plan Ledger DOL Form 5500 · updated monthly

Smhg Management, LLC401(k)

POWDER MOUNTAIN 401(K) PLAN · EDEN, UT · plan year 2022

Reported admin expense ratio · 2022
0.87%

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

Smhg Management, LLC reported $12,962 in plan administrative expenses for 2022: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $458 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Utah (775th of 848), and 2,195th of 2,677 in transportation & warehousing. In 2022, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,559,304
Participants with balances73
Active participants295
Employer contributions$135,026
Employee contributions$271,447
Employer contribution per active participant$458
Average account balance$21,360
Benefits paid to participants$14,249
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,962
Total administrative$12,962
The Smhg Management, LLC 401(k) match · 2022
Employer contribution per active participant$458
Median for plans this size$1,114

Smhg Management, LLC's 2022 employer contribution ran below the $1,114 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$12,962 · 0.87%
Same employer
Similar plansTransportation & Warehousing · Utah
Alpha Transport, Inc. UT$3.1M · 0.99%
American Logistics, LLC UT$2.4M · 0.65%
LUMIN8 Holdings, LLC UT$1.5M · 1.18%
Soar Transportation Group UT$1.3M · 0.11%
Redbone Trucking, LLC UT$1.3M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461535641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.