Plan Ledger DOL Form 5500 · updated monthly

Susie Q's Sweets, Inc.401(k)

SUSIE Q'S SWEETS, INC. 401(K) PLAN · AUGUSTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

Susie Q's Sweets, Inc. reported $486 in plan administrative expenses for 2023: 0.43% of average plan assets, below the peer median. Employer contributions averaged $11,194 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 0.43% to 2.01%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans. By assets it is among the smaller plans on file in Georgia (2,125th of 2,160). In 2023, the employer put in $1.86 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$195,991
Participants with balances17
Active participants9
Employer contributions$100,747
Employee contributions$54,086
Employer contribution per active participant$11,194
Average account balance$11,529
Benefits paid to participants$99
Plan history2
Yearassets · accounts · employer contribution
2024$2K · 3 accts · $9K emplr
2023$196K · 17 accts · $101K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$486
Total administrative$486
The Susie Q's Sweets, Inc. 401(k) match · 2023
Employer contribution per active participant$11,194
Median for plans this size$522

Susie Q's Sweets, Inc.'s 2023 employer contribution ran above the $522 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history2
2024$1,996 · 2.01%
2023$486 · 0.43%
Similar plansplans of similar size
Baily International, LLC IL$196K · 0.40%
Security USA, Inc. NY$196K · 2.11%
Brightside Academy, Inc. PA$196K · 1.74%
Rec Marine Logistics, LLC LA$196K · 0.13%
Trius Trucking Inc CA$195K · 8.74%
323 Transit LLC NY$195K · 0.50%
Grey Havens, LLC OH$195K · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823302695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.