Plan Ledger DOL Form 5500 · updated monthly

Associated Microbreweries, LTD.401(k)

KARL STRAUSS BREWING COMPANY 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Associated Microbreweries, LTD. reported $62,247 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $283 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 0.69% to 0.73%. 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 California (5,761st of 9,483), and the 620th of 2,240 in accommodation & food services. In 2024, employees put in $4.89 for every $1.00 the employer contributed; active participation has grown from 225 to 252 since 2022.

Plan summary
Net assets, end of year$8,921,484
Participants with balances147
Active participants252
Employer contributions$71,294
Employee contributions$348,411
Employer contribution per active participant$283
Average account balance$60,690
Benefits paid to participants$1,075,144
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 147 accts · $71K emplr
2023$8.2M · 143 accts · $73K emplr
2022$8.0M · 164 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,817
Investment management$24,430
Total administrative$62,247
The Associated Microbreweries, LTD. 401(k) match · 2024
Employer contribution per active participant$283
Median for plans this size$1,313
2024$283 per active participant
2023$325 per active participant
2022$285 per active participant

Associated Microbreweries, LTD.'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 · 20243
MMA SECURITIES LLC · Investment advisory (plan)$20,222
PENTEGRA SERVICES INC · Contract administrator$12,054

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$62,247 · 0.73%
2023$57,748 · 0.71%
2022$61,758 · 0.69%
Same employer
Similar plansAccommodation & Food Services · California
Rubio's Restaurant, Inc. CA$9.3M · 0.14%
Good Hope International CA$9.0M · 0.17%
Azul Hospitality, LLC CA$9.0M · 0.86%
Meadowood Resort, LLC CA$9.0M · 0.05%
Polly's, Inc. CA$7.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330281131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.