Plan Ledger DOL Form 5500 · updated monthly

Blue Plate Catering, LTD.401(k)

BLUE PLATE CATERING, LTD. 401(K) PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
1.00%

Blue Plate Catering, LTD. reported $29,923 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. 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 0.80% to 1.00%. 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 Illinois (3,199th of 3,702), and 1,160th of 2,240 in accommodation & food services. active participation has grown from 227 to 334 since 2022.

Plan summary
Net assets, end of year$3,190,466
Participants with balances125
Active participants334
Employer contributions—
Employee contributions$275,170
Employer contribution per active participant—
Average account balance$25,524
Benefits paid to participants$119,792
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 125 accts
2023$2.8M · 123 accts
2022$2.4M · 145 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,786
Investment management$4,283
Total administrative$29,923
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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,785
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$9,130

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$29,923 · 1.00%
2023$25,196 · 0.96%
2022$21,430 · 0.80%
Same employer
Similar plansAccommodation & Food Services · Illinois
The Alinea Group LLC IL$4.2M · 0.07%
Rfmbg Lincolnshire LLC IL$3.9M · 0.38%
Chr Employees, LLC IL$3.1M · 1.40%
Maxby Hospitality, Inc. IL$3.1M · 1.04%
MD Restaurant Group Inc. IL$3.0M · 0.61%
McGraw Enterprises Inc IL$2.9M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363930035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.