Plan Ledger DOL Form 5500 · updated monthly

Casper's Ice Cream, LLC401(k)

RETIREMENT INCOME SECURITY PLAN-FATBOY ICE CREAM · RICHMOND, UT · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Casper's Ice Cream, LLC reported $75,982 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,106 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 3 years on file its reported administrative ratio has held roughly steady near 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Utah (507th of 848), and 9,545th of 13,661 in manufacturing. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,281,186
Participants with balances185
Active participants224
Employer contributions$471,635
Employee contributions$576,862
Employer contribution per active participant$2,106
Average account balance$44,763
Benefits paid to participants$1,220,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 185 accts · $472K emplr
2023$7.6M · 174 accts · $429K emplr
2022$5.9M · 177 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,291
Investment management$43,182
Trustee / custodial$1,509
Total administrative$75,982
The Casper's Ice Cream, LLC 401(k) match · 2024
Employer contribution per active participant$2,106
Median for plans this size$1,313
2024$2,106 per active participant
2023$2,224 per active participant
2022$1,805 per active participant

Casper's Ice Cream, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20244
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$11,663
EP WEALTH ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$43,182
HEALTHEQUITY RETIREMENT SERVICES, L · Claims processing · Plan administrator$19,628
MATRIX TRUST COMPANY · Custodial (securities) · Loan processing$1,509

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,982 · 0.96%
2023$63,867 · 0.95%
2022$65,149 · 0.93%
Same employer
Similar plansManufacturing · Utah
Sure Steel, Inc. UT$9.0M · 0.44%
Imsar LLC UT$8.6M · 0.34%
Alfwear, Inc. UT$8.4M · 0.65%
Scientia Vascular Inc UT$7.3M · 0.58%
Enve Composites, LLC UT$7.2M · 0.00%
Coughlin Company UT$6.7M · 0.73%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 870294727 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.