Plan Ledger DOL Form 5500 · updated monthly

Sports & Fitness Edge, Inc.401(k)

SPORTS & FITNESS EDGE 401(K) PLAN · SOUTH BURLINGTON, VT · plan year 2022

Reported admin expense ratio · 2022
1.33%

Sports & Fitness Edge, Inc. reported $33,725 in plan administrative expenses for 2022: 1.33% of average plan assets, higher than ~90% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Vermont (207th of 230), and 1,121st of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,351,940
Participants with balances51
Active participants76
Employer contributions—
Employee contributions$179,313
Employer contribution per active participant—
Average account balance$46,116
Benefits paid to participants$36,422
Plan auditUnmodified (clean) audit opinion
AuditorKITTELL BRANAGAN & SARGENT
Administrative expenses, itemized · 2022
Investment management$33,725
Total administrative$33,725
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$33,725 · 1.33%
Similar plansArts, Entertainment & Recreation · Vermont
Bowl New England, Inc. VT$8.9M · 0.75%
World Racing Group, Inc. NC$2.5M · 0.88%
Alder Partners, LLC MA$2.4M · 2.33%
Mesa Verde Country Club CA$2.4M · 0.79%
Outrigger Canoe Club HI$2.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030218888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.