Plan Ledger DOL Form 5500 · updated monthly

Southwest Nursery & Supply LP401(k)

SOUTHWEST NURSERY & SUPPLY 401(K) PLAN · CARROLLTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Southwest Nursery & Supply LP reported $1,375 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,783 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,123rd of 5,688), and 2,978th of 4,246 in wholesale trade. In 2022, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,556,371
Participants with balances60
Active participants128
Employer contributions$228,187
Employee contributions$475,814
Employer contribution per active participant$1,783
Average account balance$159,273
Plan auditUnmodified (clean) audit opinion
AuditorSTILL BURTON, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,375
Total administrative$1,375
The Southwest Nursery & Supply LP 401(k) match · 2022
Employer contribution per active participant$1,783
Median for plans this size$2,266

Southwest Nursery & Supply LP's 2022 employer contribution ran below the $2,266 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$1,375 · 0.01%
Same employer
Similar plansWholesale Trade · Texas
A-7 Austin, LLC TX$9.9M · 0.84%
Bk Global, Inc. TX$9.8M · 0.91%
Nueces Farm Center, Inc. TX$9.5M · 0.86%
Dooley Tackaberry, Inc. TX$9.4M · 0.70%
Sk Gc Americas Inc. TX$9.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751968558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.