Plan Ledger DOL Form 5500 · updated monthly

Surftec Enterprises, Inc.401(k)

SURFTEC PROFIT SHARING AND RETIREMENT PLAN · DEKALB, IL · plan year 2022

Reported admin expense ratio · 2022
0.45%

Surftec Enterprises, Inc. reported $23,157 in plan administrative expenses for 2022: 0.45% of average plan assets, below the peer median. 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 manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,998th of 3,702), and 11,394th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$4,640,182
Participants with balances76
Active participants99
Employer contributions—
Employee contributions$288,312
Employer contribution per active participant—
Average account balance$61,055
Benefits paid to participants$1,459,359
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,157
Total administrative$23,157
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$23,157 · 0.45%
Similar plansManufacturing · Illinois
Axium Foods, Inc. IL$5.0M · 0.09%
Lyon & Healy Harps, Inc. IL$5.0M · 0.12%
Eagle Flexible Packaging IL$4.8M · 0.58%
National Cycle, Inc. IL$4.7M · 0.44%
Arc-Tronics, Inc. IL$4.6M · 0.94%
Mac Medical, Inc. IL$4.6M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362937471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.