Plan Ledger DOL Form 5500 · updated monthly

Swt Arizona Investments LLC401(k)

SWT ARIZONA INVESTMENTS LLC 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
1.53%

Swt Arizona Investments LLC reported $7,145 in plan administrative expenses for 2022: 1.53% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (5,484th of 5,688), and 1,947th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$426,863
Participants with balances72
Active participants2,530
Employer contributions—
Employee contributions$30,920
Employer contribution per active participant—
Average account balance$5,929
Benefits paid to participants$19,813
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,145
Total administrative$7,145
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$7,145 · 1.53%
Similar plansAccommodation & Food Services · Texas
Jtp, LLC TX$426K · 0.63%
Rovin, Inc. TX$390K · 3.86%
Iicorp TX$350K · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208656457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.