Plan Ledger DOL Form 5500 · updated monthly

Busch Group, LLC401(k)

THE BUSCH GROUP 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Busch Group, LLC reported $130,192 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $592 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 rose from 0.29% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,512th-largest of 9,483 plans among California employers on file, and the 191st of 2,240 in accommodation & food services. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 1,214 to 3,155 since 2022.

Plan summary
Net assets, end of year$32,687,414
Participants with balances1,005
Active participants3,155
Employer contributions$1,867,789
Employee contributions$2,952,278
Employer contribution per active participant$592
Average account balance$32,525
Benefits paid to participants$1,615,951
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.7M · 1,005 accts · $1.9M emplr
2023$24.8M · 739 accts · $921K emplr
2022$21.8M · 1,238 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,042
Investment management$45,150
Total administrative$130,192
The Busch Group, LLC 401(k) match · 2024
Employer contribution per active participant$592
Median for plans this size$2,416
2024$592 per active participant
2023$604 per active participant
2022$884 per active participant

Busch Group, LLC's 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$85,042
HIGHTOWER SECURITIES LLC · Investment advisory (plan)$40,140
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,011

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$130,192 · 0.45%
2023$75,270 · 0.32%
2022$71,684 · 0.29%
Same employer
Similar plansAccommodation & Food Services · California
Bj's Restaurants, Inc. CA$44.7M · 0.38%
Grand Pacific Resorts, Inc. CA$40.1M · 0.11%
Evans Hotels, LLC CA$35.2M · 0.59%
Jc Resorts LLC CA$32.6M · 0.39%
Stone Brewing Co., LLC CA$31.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814437644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.