Plan Ledger DOL Form 5500 · updated monthly

C&R Restaurant Group, LP401(k)

C&R RESTAURANT GROUP, LP 401K PSP · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

C&R Restaurant Group, LP reported $5,239 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $231 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 0.88% to 0.35%. 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 California (8,391st of 9,483), and 1,489th of 2,240 in accommodation & food services. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 1,082 to 1,298 since 2022.

Plan summary
Net assets, end of year$1,821,336
Participants with balances113
Active participants1,298
Employer contributions$300,067
Employee contributions$368,278
Employer contribution per active participant$231
Average account balance$16,118
Benefits paid to participants$144,177
Plan auditUnmodified (clean) audit opinion
AuditorDSR CPA & CONSULTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 113 accts · $300K emplr
2023$1.2M · 114 accts · $231K emplr
2022$596K · 107 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,239
Total administrative$5,239
The C&R Restaurant Group, LP 401(k) match · 2024
Employer contribution per active participant$231
Median for plans this size$1,313
2024$231 per active participant
2023$185 per active participant
2022$157 per active participant

C&R Restaurant Group, LP'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 · 20241
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$5,239

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$5,239 · 0.35%
2023$2,395 · 0.27%
2022$3,943 · 0.88%
Similar plansAccommodation & Food Services · California
Excel Hotel Group, Inc. CA$1.9M · 0.16%
Akash Management LLC CA$1.9M · 0.25%
Martin Resorts, Inc. CA$1.9M · 0.08%
Excalibur Pizza, LLC CA$1.8M · 0.80%
Awesome Office, Inc. CA$1.7M · 1.22%
Mwh, LLC CA$1.7M · 2.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461047180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.