Plan Ledger DOL Form 5500 · updated monthly

Sog International 401(K) Plan401(k)

SOG INTERNATIONAL 401(K) PLAN · HARLINGEN, TX · plan year 2022

Reported admin expense ratio · 2022
1.48%

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

Sog International 401(K) Plan reported $1,742 in plan administrative expenses for 2022: 1.48% of average plan assets, above the peer median. Employer contributions averaged $2,401 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 administrative & support services employers. By assets it is among the smaller plans on file in Texas (5,653rd of 5,688), and 2,497th of 2,534 in administrative & support services. In 2022, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,198
Participants with balances7
Active participants7
Employer contributions$16,808
Employee contributions$34,560
Employer contribution per active participant$2,401
Average account balance$8,743
Benefits paid to participants$135,729
Plan auditUnmodified (clean) audit opinion
AuditorGF VALDEZ, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,094
Investment management$648
Total administrative$1,742
The Sog International 401(K) Plan 401(k) match · 2022
Employer contribution per active participant$2,401
Median for plans this size$331

Sog International 401(K) Plan's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,742 · 1.48%
Similar plansAdministrative & Support Services · Texas
Indeed Flex, Inc. TX$96K · 6.34%
Arc Abatement, Inc. TX$76K · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611867502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.