Plan Ledger DOL Form 5500 · updated monthly

Cafritz Interests LLC401(k)

CAFRITZ INTERESTS LLC 401(K) PLAN · GARRETT PARK, DC · plan year 2022

Reported admin expense ratio · 2022
0.55%

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

Cafritz Interests LLC reported $8,776 in plan administrative expenses for 2022: 0.55% of average plan assets, above the peer median. Employer contributions averaged $474 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in District of Columbia (595th of 618), and 1,693rd of 2,240 in accommodation & food services. In 2022, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,119,451
Participants with balances31
Active participants64
Employer contributions$30,358
Employee contributions$82,745
Employer contribution per active participant$474
Average account balance$36,111
Benefits paid to participants$162,522
Plan auditDisclaimer of opinion
AuditorALTA CPA GROUP, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,776
Total administrative$8,776
The Cafritz Interests LLC 401(k) match · 2022
Employer contribution per active participant$474
Median for plans this size$1,114

Cafritz Interests LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,776 · 0.55%
Similar plansAccommodation & Food Services · District of Columbia
Stone Soup, Inc. DC$2.2M · 1.61%
Riggs Dc, LLC DC$1.9M · 0.70%
14 & V Inc DC$1.2M · 0.54%
The Watergate Hotel DC$935K · 0.94%
Compass Coffee LLC DC$227K · 0.91%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203843827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.