Plan Ledger DOL Form 5500 · updated monthly

Castellucci Hospitality Group401(k)

CASTELLUCCI HOSPITALITY GROUP 401(K) PROFIT SHARING PLAN & TRUST · DULUTH, GA · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Castellucci Hospitality Group reported $2,182 in plan administrative expenses for 2022: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $891 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 Georgia (1,920th of 2,160), and 1,399th of 2,240 in accommodation & food services. In 2022, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,179,634
Participants with balances58
Active participants116
Employer contributions$103,382
Employee contributions$261,434
Employer contribution per active participant$891
Average account balance$37,580
Benefits paid to participants$91,949
Plan auditUnmodified (clean) audit opinion
AuditorSHAWN POOLER, CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,748
Investment management$434
Total administrative$2,182
The Castellucci Hospitality Group 401(k) match · 2022
Employer contribution per active participant$891
Median for plans this size$1,114

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

Administrative cost history1
2022$2,182 · 0.10%
Similar plansAccommodation & Food Services · Georgia
Sterling Restaurants, LLC GA$2.8M · 1.63%
Krystal Restaurants LLC GA$2.8M · 1.77%
Bold American Food, LLC GA$2.2M · 0.48%
Futren Corporation GA$2.0M · 0.06%
755 Restaurant Corp. GA$1.9M · 0.07%
Augusta Riverfront, LLC GA$1.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272611256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.