Plan Ledger DOL Form 5500 · updated monthly

Stein Eriksen Lodge401(k)

STEIN ERIKSEN LODGE 401(K) RETIREMENT SAVINGS PLAN · PARK CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Stein Eriksen Lodge reported $98,758 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $860 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 2 years on file its reported administrative ratio fell from 0.59% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 292nd-largest of 848 plans among Utah employers on file, and the 292nd of 2,240 in accommodation & food services. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has grown from 394 to 458 since 2022.

Plan summary
Net assets, end of year$20,843,558
Participants with balances692
Active participants458
Employer contributions$393,964
Employee contributions$1,380,672
Employer contribution per active participant$860
Average account balance$30,121
Benefits paid to participants$777,965
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 692 accts · $394K emplr
2023$17.4M · 657 accts · $317K emplr
2022$13.8M · 586 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,518
Investment management$25,240
Total administrative$98,758
The Stein Eriksen Lodge 401(k) match · 2024
Employer contribution per active participant$860
Median for plans this size$2,416
2024$860 per active participant
2023$909 per active participant
2022$802 per active participant

Stein Eriksen Lodge's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$25,240
KESTRA INVESTMENT SERVICES LLCindirect comp

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

Administrative cost history3
2024$98,758 · 0.52%
2023$86,614 · 0.56%
2022$92,497 · 0.59%
Same employer
Similar plansAccommodation & Food Services · Utah
Mazzio's, LLC OK$21.1M · 0.01%
Ngp Management, LLC MA$21.1M · 0.61%
Frisch's Restaurants, Inc. OH$21.0M · 0.64%
Border Foods, LLC. MN$21.0M · 0.68%
Playa Management USA, LLC FL$20.8M · 0.12%
Osf International, Inc. OR$20.7M · 0.63%
Blue Bottle Coffee, Inc. CA$20.6M · 0.44%
Forever Resorts, L.L.C AZ$20.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870404661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.