Plan Ledger DOL Form 5500 · updated monthly

Streamline Brands401(k)

STREAMLINE BRANDS READINESS 401(K) PLAN · PARKER, CO · plan year 2023

Reported admin expense ratio · 2023
1.14%

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

Streamline Brands reported $51,232 in plan administrative expenses for 2023: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $802 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 1 year on file its reported administrative ratio rose from 0.67% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (1,068th of 1,461), and 2,331st of 3,341 in other services. In 2023, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,796,799
Participants with balances225
Active participants351
Employer contributions$281,333
Employee contributions$313,625
Employer contribution per active participant$802
Average account balance$21,319
Benefits paid to participants$608,518
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 225 accts · $281K emplr
2022$4.2M · 225 accts · $320K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,925
Investment management$14,307
Total administrative$51,232
The Streamline Brands 401(k) match · 2023
Employer contribution per active participant$802
Median for plans this size$1,308
2023$802 per active participant
2022$1,904 per active participant

Streamline Brands's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$14,307
UNITED BENEFIT PENSIONS INC · Contract administrator$10,563

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

Administrative cost history2
2023$51,232 · 1.14%
2022$30,148 · 0.67%
Similar plansOther Services · Colorado
Cadence International CO$4.4M · 0.02%
The Denver Athletic Club CO$3.5M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270666401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.