Plan Ledger DOL Form 5500 · updated monthly

Sxsw LLC401(k)

SXSW 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Sxsw LLC reported $96,750 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,498 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 rose from 0.38% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,842nd-largest of 5,688 plans among Texas employers on file, and the 1,481st of 3,091 in educational services. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 136 to 167 since 2022.

Plan summary
Net assets, end of year$23,058,425
Participants with balances182
Active participants167
Employer contributions$417,084
Employee contributions$1,110,065
Employer contribution per active participant$2,498
Average account balance$126,695
Benefits paid to participants$2,675,738
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 182 accts · $417K emplr
2023$21.6M · 189 accts · $449K emplr
2022$20.1M · 163 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,982
Investment management$66,768
Audit (IQPA)$8,000
Total administrative$96,750
The Sxsw LLC 401(k) match · 2024
Employer contribution per active participant$2,498
Median for plans this size$2,416
2024$2,498 per active participant
2023$2,493 per active participant
2022$2,425 per active participant

Sxsw LLC'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 · 20244
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$47,667
EMPOWER ADVISORY GROUP, LLC · Investment management$19,101
PEGGY EDGE DBA PEGGY EDGE CPA LLC · Accounting / audit$8,000

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$96,750 · 0.43%
2023$86,369 · 0.41%
2022$81,052 · 0.38%
Same employer
Similar plansEducational Services · Texas
Presbyterian School TX$26.7M · 0.26%
The Lamplighter School TX$23.2M · 0.09%
The Oakridge School TX$23.1M · 0.00%
Imagination Station, Inc TX$21.5M · 0.03%
Trinity Christian Academy TX$20.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461604402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.