Plan Ledger DOL Form 5500 · updated monthly

The Great Denali Holdings, LLC 401(K) Profit Sharing Plan & Trust401(k)

THE GREAT DENALI HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST · BONITA SPRINGS, FL · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

The Great Denali Holdings, LLC 401(K) Profit Sharing Plan & Trust reported $1,600 in plan administrative expenses for 2022: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $205 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (3,437th of 3,644), and 5,163rd of 5,337 in construction. In 2022, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$740,420
Participants with balances24
Active participants172
Employer contributions$35,176
Employee contributions$66,896
Employer contribution per active participant$205
Average account balance$30,851
Benefits paid to participants$16,249
Plan auditDisclaimer of opinion
AuditorLEVIN, SILVEY, ZELKO & MACKEY, PA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,600
Total administrative$1,600
The The Great Denali Holdings, LLC 401(K) Profit Sharing Plan & Trust 401(k) match · 2022
Employer contribution per active participant$205
Median for plans this size$331

The Great Denali Holdings, LLC 401(K) Profit Sharing Plan & Trust's 2022 employer contribution ran below the $331 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 history1
2022$1,600 · 0.21%
Similar plansConstruction · Florida
Collis Roofing, Inc. FL$765K · 0.12%
Stage Door II, Inc. FL$633K · 0.27%
Go-Tilt Construction LLC FL$618K · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822345366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.