Plan Ledger DOL Form 5500 · updated monthly

Winter Sports, Inc.401(k)

WINTER SPORTS, INC. RETIREMENT PLAN & TRUST · WHITEFISH, MT · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Winter Sports, Inc. reported $30,822 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $775 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 fell from 0.53% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Montana (148th of 229), and 800th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has grown from 135 to 159 since 2022.

Plan summary
Net assets, end of year$7,307,891
Participants with balances94
Active participants159
Employer contributions$123,257
Employee contributions$453,049
Employer contribution per active participant$775
Average account balance$77,744
Benefits paid to participants$544,267
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 94 accts · $123K emplr
2023$6.3M · 101 accts · $102K emplr
2022$5.1M · 100 accts · $95K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,075
Investment management$17,747
Total administrative$30,822
The Winter Sports, Inc. 401(k) match · 2024
Employer contribution per active participant$775
Median for plans this size$1,313
2024$775 per active participant
2023$669 per active participant
2022$703 per active participant

Winter Sports, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
STOKES FAMILY OFFICE LLC · Investment advisory (plan)$17,747
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,075

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$30,822 · 0.45%
2023$25,460 · 0.45%
2022$35,130 · 0.53%
Similar plansArts, Entertainment & Recreation · Montana
Active Wellness, LLC CA$7.3M · 0.57%
Tampa Bay Downs FL$7.3M · 0.47%
Oahu Country Club HI$7.3M · 0.49%
The Beach Club CA$7.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810221770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.