Plan Ledger DOL Form 5500 · updated monthly

Bre/Dunes Owner, LLC401(k)

BRE/DUNES OWNER LLC 401(K) PLAN · SANIBEL, FL · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Bre/Dunes Owner, LLC reported $4,362 in plan administrative expenses for 2022: 0.67% of average plan assets, below the peer median. Employer contributions averaged $1,930 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 (3,452nd of 3,644), and 1,851st of 2,240 in accommodation & food services. In 2022, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$674,513
Participants with balances56
Active participants48
Employer contributions$92,652
Employee contributions$180,852
Employer contribution per active participant$1,930
Average account balance$12,045
Benefits paid to participants$122,668
Plan auditUnmodified (clean) audit opinion
AuditorASSURANCE DIMENSION
The Bre/Dunes Owner, LLC 401(k) match · 2022
Employer contribution per active participant$1,930
Median for plans this size$331

Bre/Dunes Owner, LLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,362 · 0.67%
Similar plansAccommodation & Food Services · Florida
Long Doggers, Inc. FL$722K · 1.63%
Fmk Management LLC FL$713K · 0.96%
Marker 32, Inc. FL$682K · 0.18%
Bmk Enterprises LLC FL$603K · 1.37%
Metro Services, LLC FL$601K · 0.52%
Mr. Hospitality Group LLC FL$535K · 3.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650872704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.