Plan Ledger DOL Form 5500 · updated monthly

Smugglers' Notch Management Company LTD401(k)

SMUGGLERS' NOTCH RESORT 401(K) PROFIT SHARING PLAN · JEFFERSONVILLE, VT · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Smugglers' Notch Management Company LTD reported $7,581 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $252 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.

Across the 2 years on file its reported administrative ratio fell from 0.23% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Vermont (151st of 230), and 712th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $5.06 for every $1.00 the employer contributed; active participation has grown from 349 to 586 since 2022.

Plan summary
Net assets, end of year$9,136,362
Participants with balances181
Active participants586
Employer contributions$147,937
Employee contributions$749,297
Employer contribution per active participant$252
Average account balance$50,477
Benefits paid to participants$659,313
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 181 accts · $148K emplr
2023$8.1M · 196 accts · $141K emplr
2022$6.6M · 199 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,581
Total administrative$7,581
The Smugglers' Notch Management Company LTD 401(k) match · 2024
Employer contribution per active participant$252
Median for plans this size$1,313
2024$252 per active participant
2023$234 per active participant
2022$317 per active participant

Smugglers' Notch Management Company LTD's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$7,581
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$465

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,581 · 0.09%
2023$4,852 · 0.07%
2022$17,666 · 0.23%
Same employer
Similar plansArts, Entertainment & Recreation · Vermont
Crj, Inc. MD$9.2M · 0.46%
Kimmel Center, Inc. PA$9.2M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 030284345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.