Plan Ledger DOL Form 5500 · updated monthly

Sre Corporation401(k)

SRE CORPORATION 401(K) PLAN · OREM, UT · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Sre Corporation reported $73 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $157 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 other services employers. By assets it is among the smaller plans on file in Utah (842nd of 848), and 3,296th of 3,341 in other services. In 2022, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,812
Participants with balances28
Active participants161
Employer contributions$25,224
Employee contributions$54,343
Employer contribution per active participant$157
Average account balance$2,815
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE & COMPANY, PC
The Sre Corporation 401(k) match · 2022
Employer contribution per active participant$157
Median for plans this size$331

Sre Corporation's 2022 employer contribution ran below 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$73 · 0.09%
Similar plansOther Services · Utah
First Step House UT$2.7M · 0.02%
Griffin Enterprises L.C. UT$1.5M · 8.32%
Model Linen Inc UT$242K · 0.07%
Westside Drywall Inc OR$85K · 2.59%
Vguru, LLC NV$83K · 0.08%
Pmgg LLC 401(K) IN$82K · 2.12%
Sjs Hospitality LLC NJ$80K · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931243770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.