Plan Ledger DOL Form 5500 · updated monthly

Sugar Mountain Capital, LLC401(k)

SUGAR MOUNTAIN CAPITAL LLC 401(K) SAVINGS PLAN · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
1.18%

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

Sugar Mountain Capital, LLC reported $40,058 in plan administrative expenses for 2022: 1.18% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,650 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 accommodation & food services employers. By assets it is among the smaller plans on file in Washington (1,465th of 1,714), and 1,126th of 2,240 in accommodation & food services. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,417,934
Participants with balances97
Active participants184
Employer contributions$303,583
Employee contributions$650,521
Employer contribution per active participant$1,650
Average account balance$35,236
Benefits paid to participants$238,694
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$40,058
Total administrative$40,058
The Sugar Mountain Capital, LLC 401(k) match · 2022
Employer contribution per active participant$1,650
Median for plans this size$1,114

Sugar Mountain Capital, LLC's 2022 employer contribution ran above 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$40,058 · 1.18%
Similar plansAccommodation & Food Services · Washington
Wig Properties LLC WA$4.5M · 0.05%
Neltac, Inc. WA$4.0M · 0.21%
Trappers Sushi, Inc. WA$4.0M · 1.21%
Lavish Roots, Inc. WA$3.5M · 1.44%
Dancing Goats Coffee WA$2.5M · 0.91%
Sea Creatures LLC WA$2.5M · 0.02%
Cafes Inc. WA$2.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912027920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.