Plan Ledger DOL Form 5500 · updated monthly

Soda Stream USA401(k)

SODASTREAM USA INC 401 K PROFIT SHARING PLAN TRUST · PENNSAUKEN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Soda Stream USA reported $39,863 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $4,221 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 rose from 0.33% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New Jersey (1,508th of 2,419), and 8,770th of 13,661 in manufacturing. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has shrunk from 151 to 122 since 2022.

Plan summary
Net assets, end of year$10,008,901
Participants with balances134
Active participants122
Employer contributions$514,954
Employee contributions$798,664
Employer contribution per active participant$4,221
Average account balance$74,693
Benefits paid to participants$1,208,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 134 accts · $515K emplr
2023$8.8M · 143 accts · $486K emplr
2022$6.5M · 139 accts · $515K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,863
Total administrative$39,863
The Soda Stream USA 401(k) match · 2024
Employer contribution per active participant$4,221
Median for plans this size$1,313
2024$4,221 per active participant
2023$3,219 per active participant
2022$3,411 per active participant

Soda Stream USA's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20245
GREAT WEST LIFE & ANNUITY INSURANCE · Recordkeeping · Insurance servicesindirect comp
LEGACY RETIREMENT SOLUTIONS, LLC · Contract administrator$2,725
EMPOWER ADVISORY GROUP, LLC · Investment management$1,311
WELLS FARGO ADVISORS INS AGENCY · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024GREAT WEST LIFE & ANNUITY INSURANCE
2023GREAT WEST LIFE & ANNUITY INSURANCE

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Administrative cost history3
2024$39,863 · 0.42%
2023$30,454 · 0.40%
2022$21,082 · 0.33%
Same employer
Similar plansManufacturing · New Jersey
F&S Produce Co., Inc. NJ$10.4M · 0.29%
Fsr Incorporated NJ$10.1M · 0.03%
Ggb, LLC NJ$10.1M · 0.10%
Upfield Sourcing US, Inc. NJ$10.0M · 0.71%
Longchamp USA NJ$10.0M · 0.48%
Al & John, Inc. NJ$9.9M · 0.08%
Reed-Lane, Inc. NJ$9.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522186584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.