Plan Ledger DOL Form 5500 · updated monthly

Storyteller Canyon Operating Company LLC401(k)

SUNDANCE MOUNTAIN RESORT 401K PLAN · SUNDANCE, UT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Storyteller Canyon Operating Company LLC reported $1,207 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $297 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 0.07% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (472nd of 848), and 8,093rd of 11,654 in professional & technical services. In 2024, employees put in $5.79 for every $1.00 the employer contributed; active participation has grown from 411 to 513 since 2022.

Plan summary
Net assets, end of year$9,671,971
Participants with balances712
Active participants513
Employer contributions$152,320
Employee contributions$881,596
Employer contribution per active participant$297
Average account balance$13,584
Benefits paid to participants$1,027,046
Plan auditUnmodified (clean) audit opinion
AuditorWSRP
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 712 accts · $152K emplr
2023$8.3M · 673 accts · $145K emplr
2022$6.6M · 618 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,125
Investment management$82
Total administrative$1,207
The Storyteller Canyon Operating Company LLC 401(k) match · 2024
Employer contribution per active participant$297
Median for plans this size$1,313
2024$297 per active participant
2023$263 per active participant
2022$328 per active participant

Storyteller Canyon Operating Company LLC's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,125

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$1,207 · 0.01%
2023$3,995 · 0.05%
2022$5,200 · 0.07%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 854199228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.