Plan Ledger DOL Form 5500 · updated monthly

Symmetry Surgical Inc.401(k)

SYMMETRY SURGICAL, INC. 401(K) PLAN · ANTIOCH, TN · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

Symmetry Surgical Inc. reported $57,838 in plan administrative expenses for 2022: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,171 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 has held roughly steady near 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 730th-largest of 1,496 plans among Tennessee employers on file, and 2,519th of 4,246 in wholesale trade. In 2022, employees put in $3.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,496,555
Participants with balances243
Active participants202
Employer contributions$438,550
Employee contributions$1,662,809
Employer contribution per active participant$2,171
Average account balance$55,541
Benefits paid to participants$552,881
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$13.3M · 214 accts · $451K emplr
2022$13.5M · 243 accts · $439K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$57,838
Total administrative$57,838
The Symmetry Surgical Inc. 401(k) match · 2022
Employer contribution per active participant$2,171
Median for plans this size$2,266
2023$2,452 per active participant
2022$2,171 per active participant

Symmetry Surgical Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$57,200 · 0.43%
2022$57,838 · 0.41%
Similar plansWholesale Trade · Tennessee
Associated Packaging, Inc. TN$16.2M · 0.63%
Kenny Pipe & Supply, Inc. TN$14.2M · 0.53%
Chemical Services, Inc. TN$13.3M · 0.56%
Eagle Distributing Company TN$13.2M · 0.42%
Lee-Smith, Inc. TN$10.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471523659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.