Plan Ledger DOL Form 5500 · updated monthly

Springer Peterson Roofing & Sheet Metal, Inc.401(k)

SPRINGER-PETERSON ROOFING 401(K) PLAN · LAKELAND, FL · plan year 2022

Reported admin expense ratio · 2022
0.93%

Springer Peterson Roofing & Sheet Metal, Inc. reported $902 in plan administrative expenses for 2022: 0.93% of average plan assets, above the peer median. 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 construction employers. By assets it is among the smaller plans on file in Florida (3,606th of 3,644), and 5,313th of 5,337 in construction.

Plan summary
Net assets, end of year$118,519
Participants with balances17
Active participants118
Employer contributions—
Employee contributions$61,669
Employer contribution per active participant—
Average account balance$6,972
Benefits paid to participants$1,503
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$75
Investment management$827
Total administrative$902
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$902 · 0.93%
Same employer
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S.T.D. Enterprises Inc FL$154K · 3.87%
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Fjm Ferro Inc NY$119K · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592149277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.