Plan Ledger DOL Form 5500 · updated monthly

Clk HR Acquisition, LLC401(k)

CLK HR ACQUISITION, LLC 401(K) PROFIT SHARING PLAN · THOUSAND PALMS, CA · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Clk HR Acquisition, LLC reported $32,172 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $609 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 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,544th of 9,483), and the 1,081st of 2,240 in accommodation & food services. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has shrunk from 380 to 317 since 2022.

Plan summary
Net assets, end of year$3,651,723
Participants with balances117
Active participants317
Employer contributions$192,940
Employee contributions$321,678
Employer contribution per active participant$609
Average account balance$31,211
Benefits paid to participants$342,538
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 117 accts · $193K emplr
2023$3.1M · 132 accts · $215K emplr
2022$2.7M · 152 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,168
Investment management$17,004
Total administrative$32,172
The Clk HR Acquisition, LLC 401(k) match · 2024
Employer contribution per active participant$609
Median for plans this size$1,313
2024$609 per active participant
2023$632 per active participant
2022$635 per active participant

Clk HR Acquisition, LLC's 2024 employer contribution ran below the $1,313 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 · 20244
HIGHTOWER ADVISORS, LLC · Investment advisory (plan)$17,001
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$8,417
ACTUARIES UNLIMITED, INC. · Contract administrator · Other services$6,750
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp

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$32,172 · 0.95%
2023$25,477 · 0.87%
2022$26,038 · 0.93%
Same employer
Similar plansAccommodation & Food Services · California
Wood Ranch USA, Inc. CA$3.6M · 0.50%
Overeasy, Inc. CA$3.6M · 0.37%
Bbd Opco LLC CA$3.6M · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462749077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.