Plan Ledger DOL Form 5500 · updated monthly

Sun Mountain Sports, Inc.401(k)

SUN MOUNTAIN SPORTS, INC. 401(K) & PROFIT SHARING PLAN · MISSOULA, MT · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Sun Mountain Sports, Inc. reported $34,641 in plan administrative expenses for 2022: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,563 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Montana (139th of 229), and 9,402nd of 13,661 in manufacturing. In 2022, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,589,238
Participants with balances107
Active participants83
Employer contributions$295,725
Employee contributions$492,174
Employer contribution per active participant$3,563
Average account balance$80,273
Benefits paid to participants$2,555,643
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $169K emplr
2022$8.6M · 107 accts · $296K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$34,641
Total administrative$34,641
The Sun Mountain Sports, Inc. 401(k) match · 2022
Employer contribution per active participant$3,563
Median for plans this size$2,266

Sun Mountain Sports, Inc.'s 2022 employer contribution ran above the $2,266 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 history2
2023Not separately reported
2022$34,641 · 0.32%
Similar plansManufacturing · Montana
Pfl Tech, Inc MT$25.0M · 0.37%
Lumibird Photonics USA, Inc MT$16.2M · 0.19%
Montana Silversmiths, Inc. MT$13.2M · 0.23%
Torgersons, LLC MT$11.4M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810456127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.