Plan Ledger DOL Form 5500 · updated monthly

Chateau Restaurant of Waltham, Inc401(k)

THE CHATEAU RESTAURANT GROUP 401(K) PLAN · WALTHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Chateau Restaurant of Waltham, Inc reported $15,785 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. 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 fell from 0.15% to 0.13%. 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 among the smaller plans on file in Massachusetts (1,603rd of 2,726), and the 441st of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$13,792,861
Participants with balances115
Active participants360
Employer contributions—
Employee contributions$302,048
Employer contribution per active participant—
Average account balance$119,938
Benefits paid to participants$330,989
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 115 accts
2023$11.5M · 118 accts
2022$9.6M · 116 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,561
Investment management$14,224
Total administrative$15,785
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 · 20243
MAYFLOWER FINANCIAL ADVISORS, LLC · Recordkeeping · Trustee$9,295
ADP, INC. · Loan processing · Recordkeeping$1,561
ADP BROKER-DEALERindirect 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, MAYFLOWER FINANCIAL ADVISORS, LLC
2023ADP, MAYFLOWER FINANCIAL ADVISORS, LLC

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Administrative cost history3
2024$15,785 · 0.13%
2023$15,890 · 0.15%
2022$15,707 · 0.15%
Similar plansAccommodation & Food Services · Massachusetts
Ngp Management, LLC MA$21.1M · 0.61%
Odysseys Unlimited, Inc. MA$16.3M · 0.28%
Pr Management, Corp. MA$10.8M · 0.18%
Sole Proprietor, Inc. MA$10.3M · 1.16%
Lafrance Brothers, Inc. MA$9.9M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042375402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.