Plan Ledger DOL Form 5500 · updated monthly

Sweetener Supply Corporation401(k)

SWEETENER SUPPLY CORP., ET AL RETIREMENT PLAN · BROOKFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Sweetener Supply Corporation reported $62,269 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,956 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 2 years on file its reported administrative ratio fell from 0.56% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,631st-largest of 3,702 plans among Illinois employers on file, and the 1,780th of 4,246 in wholesale trade. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 205 to 227 since 2022.

Plan summary
Net assets, end of year$21,602,123
Participants with balances236
Active participants227
Employer contributions$897,905
Employee contributions$1,568,512
Employer contribution per active participant$3,956
Average account balance$91,534
Benefits paid to participants$548,947
Plan auditUnmodified (clean) audit opinion
AuditorCRAY, KAISER LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$21.6M · 236 accts · $898K emplr
2023$16.3M · 199 accts · $415K emplr
2022$12.7M · 232 accts · $557K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,645
Investment management$39,624
Total administrative$62,269
The Sweetener Supply Corporation 401(k) match · 2024
Employer contribution per active participant$3,956
Median for plans this size$2,416
2024$3,956 per active participant
2023$2,126 per active participant
2022$2,719 per active participant

Sweetener Supply Corporation's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
OLD SECOND WEALTH MANAGEMENT · Investment advisory (plan)$39,320
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,645

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

Administrative cost history3
2024$62,269 · 0.33%
2023$98,944 · 0.68%
2022$75,260 · 0.56%
Same employer
Similar plansWholesale Trade · Illinois
Bystronic Inc. IL$22.4M · 0.51%
Ty, Inc. IL$22.2M · 0.24%
Level 10 Holdings, Co. IL$21.1M · 0.00%
National Lift Truck, Inc. IL$20.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363693956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.