Retirement plan

SWEETLABS INC 401 K PROFIT SHARING PLAN TRUST

Name: SWEETLABS, INC. - SWEETLABS INC 401 K PROFIT SHARING PLAN TRUST (2025) Form 5500
Creator: SWEETLABS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWEETLABS INC 401 K PROFIT SHARING PLAN TRUST, SWEETLABS, INC.

SWEETLABS, INC.EIN 26-2008692Plan #001PY 2025

501 W. BROADWAY, SUITE 800 - SAN DIEGO, CA 92101619-269-0150sweetlabs.comLinkedIn51-200 employeescomputer software

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.2M

+17.1% from 2024

Total participants

+12.5% from 2024

Average account balance

$257,620

+17.1% from 2024

Annual return

12.63%

-1.67 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$258K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

152.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$577K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8173

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2E2F2T3D2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$262K

$12454 / participant

Other / not subdivided$262K100.0%

% of EOY assets

3.172%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$257,620

$154,228+67.0%

$145,433+77.1%

$137,256+87.7%

Participation rate

81.0%

83.8%-2.8pp

82.1%-1.2pp

80.0%+1.0pp

Annual return

12.63%

74.59%-62.0pp

66.58%-54.0pp

220.34%-207.7pp

Employer contribution / active EE

$9,143

$4,804+90.3%

$4,554+100.7%

$4,156+120.0%

Participant deferral / active EE

$18,323

$8,216+123.0%

$7,897+132.0%

$6,407+186.0%

Admin fee / account holder

$8,173

$14,344-43.0%

$13,129-37.7%

$12,270-33.4%

SWEETLABS INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWEETLABS INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion