Plan Ledger DOL Form 5500 · updated monthly

Southwind Enterprises Inc401(k)

SOUTHWIND ENTERPRISES 401(K) PLAN · LENEXA, KS · plan year 2022

Reported admin expense ratio · 2022
1.57%

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

Southwind Enterprises Inc reported $9,759 in plan administrative expenses for 2022: 1.57% of average plan assets, above the peer median. Employer contributions averaged $613 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Kansas (802nd of 828), and 2,358th of 2,677 in transportation & warehousing. In 2022, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$739,328
Participants with balances58
Active participants239
Employer contributions$146,622
Employee contributions$198,651
Employer contribution per active participant$613
Average account balance$12,747
Benefits paid to participants$16,274
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,759
Total administrative$9,759
The Southwind Enterprises Inc 401(k) match · 2022
Employer contribution per active participant$613
Median for plans this size$331

Southwind Enterprises Inc's 2022 employer contribution ran above the $331 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$9,759 · 1.57%
Similar plansTransportation & Warehousing · Kansas
Mies & Sons Trucking, LLC KS$2.6M · 0.84%
Scout Logistics KS$2.1M · 0.86%
Dugan Truck Line, LLC KS$1.7M · 1.39%
Schmuhl Brothers, Inc. KS$873K · 0.26%
Railcrew Xpress KS$578K · 2.06%
Henry Industries, Inc. KS$451K · 0.79%
Venus LLC KS$428K · 0.44%
Ds Bus Lines, Inc. KS$254K · 4.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760727051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.