Plan Ledger DOL Form 5500 · updated monthly

Swm International Holdings LLC401(k)

SWM INTERNATIONAL HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST · PAMPA, TX · plan year 2022

Reported admin expense ratio · 2022
3.48%

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

Swm International Holdings LLC reported $35,237 in plan administrative expenses for 2022: 3.48% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 wholesale trade employers. By assets it is among the smaller plans on file in Texas (5,298th of 5,688), and 4,147th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$955,440
Participants with balances142
Active participants131
Employer contributions$0
Employee contributions$242,211
Employer contribution per active participant$0
Average account balance$6,728
Benefits paid to participants$149,890
Plan auditUnmodified (clean) audit opinion
AuditorPANNELL KERR FORSTER OF TEXAS PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,200
Investment management$9,258
Professional / advisory$23,779
Total administrative$35,237
The Swm International Holdings LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Swm International Holdings 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$35,237 · 3.48%
Similar plansWholesale Trade · Texas
Nogales Produce, Inc. TX$1.3M · 2.83%
Cordialsa USA Inc TX$986K · 0.04%
C & S Lease Service, L.C. TX$718K · 0.56%
Mama Lycha Foods, LLC TX$628K · 1.46%
Perryton Equity Exchange TX$576K · 1.08%
Isc Acquisition Corp TX$490K · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834339399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.