Plan Ledger DOL Form 5500 · updated monthly

Srm Holdings, LLC401(k)

APACHE RIVER, LLC DBA DOUBLE L 401(K) PROFIT SHARING PLAN · HEYBURN, ID · plan year 2022

Reported admin expense ratio · 2022
0.76%

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

Srm Holdings, LLC reported $20,917 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. Employer contributions averaged $771 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Idaho (282nd of 349), and 10,716th of 11,654 in professional & technical services. In 2022, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,484,020
Participants with balances79
Active participants112
Employer contributions$86,300
Employee contributions$123,510
Employer contribution per active participant$771
Average account balance$31,443
Benefits paid to participants$305,471
Plan auditUnmodified (clean) audit opinion
AuditorPOUSLEN VANLEUVEN & CATMULL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,917
Total administrative$20,917
The Srm Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$771
Median for plans this size$1,114

Srm Holdings, LLC's 2022 employer contribution ran below the $1,114 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$20,917 · 0.76%
Similar plansProfessional & Technical Services · Idaho
Cri Advantage, Inc. ID$4.0M · 0.85%
Marcom, LLC ID$3.6M · 0.08%
House of Design LLC ID$3.0M · 0.14%
Hubble Group, LLC ID$2.7M · 1.22%
Red, Inc. ID$1.7M · 0.05%
Partner Hero Inc ID$1.3M · 0.33%
T-O Engineers, Inc. ID$801K · 0.41%
Iec Group, Inc. ID$687K · 1.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 863133595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.