Plan Ledger DOL Form 5500 · updated monthly

Swj Technology, LLC401(k)

SWJ TECHNOLOGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST · TUSCALOOSA, AL · plan year 2022

Reported admin expense ratio · 2022
1.61%

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

Swj Technology, LLC reported $17,586 in plan administrative expenses for 2022: 1.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $544 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Alabama (853rd of 902), and 11,219th of 11,654 in professional & technical services. In 2022, employees put in $4.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,095,512
Participants with balances80
Active participants107
Employer contributions$58,188
Employee contributions$244,579
Employer contribution per active participant$544
Average account balance$13,694
Benefits paid to participants$108,099
Plan auditUnmodified (clean) audit opinion
AuditorROEDL LANGFORD DE KOCK LLP
The Swj Technology, LLC 401(k) match · 2022
Employer contribution per active participant$544
Median for plans this size$1,114

Swj Technology, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,586 · 1.61%
Similar plansProfessional & Technical Services · Alabama
Foshee Payroll, LLC AL$733K · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680677995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.