Plan Ledger DOL Form 5500 · updated monthly

Stormwind, LLC401(k)

STORMWIND, LLC 401(K) P/S PLAN · SCOTTSDALE, AZ · plan year 2022

Reported admin expense ratio · 2022
0.57%

Stormwind, LLC reported $11,470 in plan administrative expenses for 2022: 0.57% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Arizona (1,063rd of 1,285), and 2,865th of 3,091 in educational services.

Plan summary
Net assets, end of year$1,951,122
Participants with balances97
Active participants138
Employer contributions—
Employee contributions$294,434
Employer contribution per active participant—
Average account balance$20,115
Benefits paid to participants$78,240
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,470
Total administrative$11,470
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$11,470 · 0.57%
Same employer
Similar plansEducational Services · Arizona
Bryan University, LLC AZ$2.3M · 0.62%
Accel AZ$2.1M · 1.08%
Skyline Education, Inc. AZ$1.2M · 1.77%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 264656059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.