Plan Ledger DOL Form 5500 · updated monthly

And Go Concepts, LLC401(k)

SALAD AND GO 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

And Go Concepts, LLC reported $13,152 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $162 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 0.12% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (953rd of 1,285), and 1,153rd of 2,240 in accommodation & food services. In 2024, employees put in $4.50 for every $1.00 the employer contributed; active participation has grown from 765 to 1,503 since 2022.

Plan summary
Net assets, end of year$3,247,059
Participants with balances199
Active participants1,503
Employer contributions$244,091
Employee contributions$1,099,009
Employer contribution per active participant$162
Average account balance$16,317
Benefits paid to participants$1,430,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 199 accts · $244K emplr
2023$2.8M · 181 accts · $192K emplr
2022$1.1M · 121 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,827
Investment management$795
Trustee / custodial$6,468
Total administrative$13,152
The And Go Concepts, LLC 401(k) match · 2024
Employer contribution per active participant$162
Median for plans this size$1,313
2024$162 per active participant
2023$142 per active participant
2022$159 per active participant

And Go Concepts, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20241
BOKF, NA · Custodial (securities) · Trustee$13,152

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$13,152 · 0.43%
2023$2,801 · 0.14%
2022$1,300 · 0.12%
Same employer
Similar plansAccommodation & Food Services · Arizona
Upward Projects AZ$4.7M · 1.60%
Frc Balance LLC AZ$4.4M · 0.53%
M Culinary Concepts, Inc. AZ$3.9M · 0.43%
Valle Luna, Inc. AZ$3.3M · 0.94%
Atrium Holding Company AZ$2.5M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452824415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.