Plan Ledger DOL Form 5500 · updated monthly

Supplylogic, LLC dba Slwm401(k)

SLWM 401(K) PLAN · KANSAS CITY, MO · plan year 2023

Reported admin expense ratio · 2023
0.38%

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

Supplylogic, LLC dba Slwm reported $100,103 in plan administrative expenses for 2023: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,475 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 0.38% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 499th-largest of 1,393 plans among Missouri employers on file, and the 4,947th of 13,661 in manufacturing. In 2023, employees put in $3.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,298,835
Participants with balances359
Active participants269
Employer contributions$665,885
Employee contributions$2,108,442
Employer contribution per active participant$2,475
Average account balance$73,256
Benefits paid to participants$9,486,229
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$25.1M · 292 accts · $451K emplr
2023$26.3M · 359 accts · $666K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,484
Investment management$55,964
Trustee / custodial$2,798
Total administrative$100,103
The Supplylogic, LLC dba Slwm 401(k) match · 2023
Employer contribution per active participant$2,475
Median for plans this size$2,440
2024$2,234 per active participant
2023$2,475 per active participant

Supplylogic, LLC dba Slwm's 2023 employer contribution ran above the $2,440 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
NWPS · Recordkeeping · Loan processing$42,484
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$55,964
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$2,798

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

Recordkeeper by year2
2024NWPS
2023NWPS

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Administrative cost history2
2024$101,489 · 0.39%
2023$100,103 · 0.38%
Same employer
Similar plansManufacturing · Missouri
National Cart Co., LLC MO$28.6M · 0.38%
Weber, Inc. MO$28.3M · 0.06%
Window Technology, Inc. MO$26.8M · 0.01%
Burd & Fletcher Company MO$25.2M · 0.38%
Centurion Investments, Inc. MO$24.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844489591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.