Plan Ledger DOL Form 5500 · updated monthly

Bcc Rolling Oaks, LLC401(k)

ESTEFAN HOSPITALITY 401(K) PLAN · MIAMI BEACH, FL · plan year 2022

Reported admin expense ratio · 2022
1.49%

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

Bcc Rolling Oaks, LLC reported $5,740 in plan administrative expenses for 2022: 1.49% of average plan assets, above the peer median. Employer contributions averaged $444 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 accommodation & food services employers. By assets it is among the smaller plans on file in Florida (3,541st of 3,644), and 1,993rd of 2,240 in accommodation & food services. In 2022, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$331,210
Participants with balances43
Active participants41
Employer contributions$18,209
Employee contributions$21,834
Employer contribution per active participant$444
Average account balance$7,703
Benefits paid to participants$79,033
Plan auditUnmodified (clean) audit opinion
AuditorPAAAST, PL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,865
Professional / advisory$875
Total administrative$5,740
The Bcc Rolling Oaks, LLC 401(k) match · 2022
Employer contribution per active participant$444
Median for plans this size$331

Bcc Rolling Oaks, LLC's 2022 employer contribution ran above 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$5,740 · 1.49%
Similar plansAccommodation & Food Services · Florida
Valentino & Company, Inc. FL$418K · 0.22%
Cinema Holdings, LLC FL$338K · 5.48%
Arka Grill Company LLC FL$266K · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800808207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.