Plan Ledger DOL Form 5500 · updated monthly

Cacique Foods LLC401(k)

CACIQUE FOODS LLC PROFIT SHARING /SALARY SAVINGS PLAN · IRVING, TX · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Cacique Foods LLC reported $114,121 in plan administrative expenses for 2023: 0.32% of average plan assets, above the peer median. Employer contributions averaged $5,512 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 0.28% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,258th-largest of 5,688 plans among Texas employers on file, and the 3,727th of 13,661 in manufacturing. In 2023, employees put in $1.56 for every $1.00 the employer contributed; active participation has shrunk from 404 to 308 since 2022.

Plan summary
Net assets, end of year$39,359,591
Participants with balances637
Active participants308
Employer contributions$1,697,585
Employee contributions$2,645,141
Employer contribution per active participant$5,512
Average account balance$61,789
Benefits paid to participants$2,924,684
Plan auditUnmodified (clean) audit opinion
AuditorRICHARDSON KONTOGOURIS EMERSON L
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 584 accts · $1.3M emplr
2023$39.4M · 637 accts · $1.7M emplr
2022$32.7M · 553 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$75,983
Investment management$38,138
Total administrative$114,121
The Cacique Foods LLC 401(k) match · 2023
Employer contribution per active participant$5,512
Median for plans this size$2,440
2024$3,613 per active participant
2023$5,512 per active participant
2022$3,997 per active participant

Cacique Foods LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ADP, INC. · Loan processing · Recordkeeping$63,552
SAGEPOINT FINANCIAL, INC. · Recordkeeping · Trustee$41,433
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$9,135
TD AMERITRADE, INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES, SAGEPOINT FINANCIAL, INC.

This plan has changed recordkeepers within these filings. If you left Cacique Foods LLC 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$164,086 · 0.43%
2023$114,121 · 0.32%
2022$96,833 · 0.28%
Same employer
Similar plansManufacturing · Texas
Orora Visual, LLC TX$40.0M · 0.09%
Lawler Foods, LTD. TX$37.7M · 0.22%
Foxconn Assembly, LLC TX$37.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953064460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.