Plan Ledger DOL Form 5500 · updated monthly

Chh, LLC401(k)

LAKEHOUSE 401(K) PLAN · CANANDAIGUA, NY · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Chh, LLC reported $10,828 in plan administrative expenses for 2024: 1.09% of average plan assets, above the peer median. Employer contributions averaged $1,610 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (5,300th of 5,648), and 1,669th of 2,240 in accommodation & food services. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,180,057
Participants with balances118
Active participants112
Employer contributions$180,281
Employee contributions$326,605
Employer contribution per active participant$1,610
Average account balance$10,000
Benefits paid to participants$220,830
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARSONALLEN , LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,217
Investment management$4,611
Total administrative$10,828
The Chh, LLC 401(k) match · 2024
Employer contribution per active participant$1,610
Median for plans this size$540

Chh, LLC's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$6,217
SAGEVIEW ADVISORY GROUP LLC · Recordkeeping · Trustee$4,611

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

Administrative cost history1
2024$10,828 · 1.09%
Similar plansAccommodation & Food Services · New York
Lixi Nanuet, Inc. NY$1.1M · 0.78%
Salvatore Properties, LLC NY$1.1M · 1.43%
George Super Topco LLC NY$935K · 1.03%
Blank Street, Inc. NY$922K · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161458107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.