Plan Ledger DOL Form 5500 · updated monthly

Swedish Institute, Inc.401(k)

SWEDISH HOLDINGS 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.53%

Swedish Institute, Inc. reported $25,688 in plan administrative expenses for 2022: 0.53% of average plan assets, above 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 educational services employers. By assets it is among the smaller plans on file in New York (4,674th of 5,648), and 2,609th of 3,091 in educational services.

Plan summary
Net assets, end of year$4,035,543
Participants with balances70
Active participants144
Employer contributions—
Employee contributions$284,715
Employer contribution per active participant—
Average account balance$57,651
Benefits paid to participants$1,225,069
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,044
Investment management$23,644
Total administrative$25,688
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$25,688 · 0.53%
Similar plansEducational Services · New York
Urban Dove, Inc. NY$4.0M · 0.91%
Jowonio School NY$4.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131786132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.