Plan Ledger DOL Form 5500 · updated monthly

Spreetail, LLC401(k)

SPREETAIL 401(K) PLAN · LINCOLN, NE · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Spreetail, LLC reported $41,404 in plan administrative expenses for 2023: 0.50% of average plan assets, above the peer median. Employer contributions averaged $8 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 1 year on file its reported administrative ratio rose from 0.47% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Nebraska (393rd of 565), and 2,917th of 5,215 in retail trade. In 2023, employees put in $409.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,583,341
Participants with balances530
Active participants623
Employer contributions$4,822
Employee contributions$1,976,395
Employer contribution per active participant$8
Average account balance$16,195
Benefits paid to participants$2,740,414
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$8.6M · 530 accts · $5K emplr
2022$7.9M · 619 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$41,404
Total administrative$41,404
The Spreetail, LLC 401(k) match · 2023
Employer contribution per active participant$8
Median for plans this size$1,308

Spreetail, LLC's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$19,235
FORUSALL, INC. · Contract administrator · Investment advisory (plan)$22,169

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

Administrative cost history2
2023$41,404 · 0.50%
2022$31,709 · 0.47%
Similar plansRetail Trade · Nebraska
Interstate Auto Group, Inc. NE$11.8M · 0.40%
Beardmore Chevrolet, Inc. NE$11.5M · 0.01%
Spreetail, LLC NE$10.9M · 0.40%
Vvs, Inc. NE$8.4M · 0.66%
31ST Street Capital NE$8.2M · 0.60%
Duteau Chevrolet Company NE$8.0M · 0.01%
Jelinek Hardware Company NE$7.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202898162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.