Plan Ledger DOL Form 5500 · updated monthly

Bottleneck Management Restaurant Group401(k)

BOTTLENECK MANAGEMENT RESTAURANT GROUP 401(K) P/S PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Bottleneck Management Restaurant Group reported $31,719 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $175 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 fell from 1.36% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Illinois (3,262nd of 3,702), and 1,793rd of 2,534 in administrative & support services. In 2024, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,768,866
Participants with balances180
Active participants700
Employer contributions$122,787
Employee contributions$336,484
Employer contribution per active participant$175
Average account balance$15,383
Benefits paid to participants$340,305
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 180 accts · $123K emplr
2023$2.3M · 190 accts · $130K emplr
2022$1.8M · 200 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,838
Investment management$15,881
Total administrative$31,719
The Bottleneck Management Restaurant Group 401(k) match · 2024
Employer contribution per active participant$175
Median for plans this size$1,313
2024$175 per active participant
2023$173 per active participant
2022$204 per active participant

Bottleneck Management Restaurant Group'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$15,838
FOREST CAPITAL MANAGEMENT CO · Investment advisory (plan)$15,881

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus, PAI

This plan has changed recordkeepers within these filings. If you left Bottleneck Management Restaurant Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,719 · 1.24%
2023$27,502 · 1.32%
2022$25,425 · 1.36%
Same employer
Similar plansAdministrative & Support Services · Illinois
Up Management, LLC IL$3.4M · 1.01%
Hcmc Legal, Inc. IL$3.0M · 0.55%
The Salem GROUP1 IL$3.0M · 0.11%
Halpin Personnel, Inc. IL$2.8M · 0.02%
Ebm, Inc IL$2.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263762264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.