Plan Ledger DOL Form 5500 · updated monthly

Carrabba's401(k)

CARRABBA'S 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Carrabba's reported $18,671 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $556 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 0.09% to 0.12%. 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 2,191st-largest of 5,688 plans among Texas employers on file, and the 341st of 2,240 in accommodation & food services. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 498 to 559 since 2022.

Plan summary
Net assets, end of year$17,655,850
Participants with balances114
Active participants559
Employer contributions$310,806
Employee contributions$595,914
Employer contribution per active participant$556
Average account balance$154,876
Benefits paid to participants$655,704
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 114 accts · $311K emplr
2023$14.2M · 108 accts · $296K emplr
2022$11.5M · 114 accts · $300K emplr
Administrative expenses, itemized · 2024
Investment management$17,136
Total administrative$18,671
The Carrabba's 401(k) match · 2024
Employer contribution per active participant$556
Median for plans this size$2,416
2024$556 per active participant
2023$539 per active participant
2022$603 per active participant

Carrabba's'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 · 20241
LEGACY ASSET MANAGEMENT, INC · Investment advisory (participants) · Investment advisory (plan)$17,136

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$18,671 · 0.12%
2023$20,131 · 0.16%
2022$12,041 · 0.09%
Similar plansAccommodation & Food Services · Texas
Ashford, Inc. TX$27.2M · 0.44%
Spire Hospitality, LLC TX$22.0M · 0.99%
Chuy's Opco, Inc. TX$17.5M · 0.56%
Spb Hospitality LLC TX$15.9M · 0.97%
Makeready LLC TX$15.5M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760394976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.