Plan Ledger DOL Form 5500 · updated monthly

Bkk Management Co., Inc. & Affiliated Companies401(k)

TACO BELL OF NORTHWEST OHIO 401(K) PROFIT SHARING PLAN · FINDLAY, OH · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Bkk Management Co., Inc. & Affiliated Companies reported $18,935 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $560 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 1 year on file its reported administrative ratio fell from 0.48% to 0.37%. 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 Ohio (2,496th of 3,295), and the 849th of 2,240 in accommodation & food services. In 2024, employees put in $5.01 for every $1.00 the employer contributed; active participation has grown from 121 to 162 since 2022.

Plan summary
Net assets, end of year$5,338,041
Participants with balances144
Active participants162
Employer contributions$90,719
Employee contributions$454,073
Employer contribution per active participant$560
Average account balance$37,070
Benefits paid to participants$585,889
Plan auditUnmodified (clean) audit opinion
AuditorWHALEN & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 144 accts · $91K emplr
2023$4.8M · 158 accts · $81K emplr
2022$4.1M · 130 accts · $75K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,250
Investment management$8,567
Total administrative$18,935
The Bkk Management Co., Inc. & Affiliated Companies 401(k) match · 2024
Employer contribution per active participant$560
Median for plans this size$1,313
2024$560 per active participant
2023$548 per active participant
2022$623 per active participant

Bkk Management Co., Inc. & Affiliated Companies'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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,279
COMMONWEALTH EQUITY SERVICESindirect comp

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$18,935 · 0.37%
2023$21,345 · 0.48%
2022Not separately reported
Similar plansAccommodation & Food Services · Ohio
Primary Aim, LLC OH$7.4M · 0.87%
Bennett Enterprises, LLC OH$6.5M · 0.31%
Strang Corporation OH$5.9M · 0.17%
Howley Bread Group, LTD. OH$5.6M · 0.60%
Grube, Inc. OH$5.2M · 0.23%
Rda Management, Inc. OH$4.6M · 0.50%
Montgomery Inn, Inc. OH$4.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341546208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.