Plan Ledger DOL Form 5500 · updated monthly

Coal Brick Oven Pizzeria, Inc.401(k)

COAL BRICK OVEN, INC. PIZZERIA 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
3.55%

Coal Brick Oven Pizzeria, Inc. reported $66,485 in plan administrative expenses for 2024: 3.55% of average plan assets, higher than ~90% of peers. 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 rose from 2.19% to 3.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,056th of 1,285), and 4,657th of 5,215 in retail trade. active participation has grown from 818 to 2,512 since 2022.

Plan summary
Net assets, end of year$2,047,119
Participants with balances278
Active participants2,512
Employer contributions—
Employee contributions$344,189
Employer contribution per active participant—
Average account balance$7,364
Benefits paid to participants$274,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 278 accts
2023$1.7M · 298 accts
2022$1.4M · 530 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,967
Investment management$1,868
Total administrative$66,485
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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$64,412
PFG ADVISORSindirect 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$66,485 · 3.55%
2023$59,965 · 3.88%
2022$30,431 · 2.19%
Same employer
Similar plansRetail Trade · Arizona
Freight Sales, Inc. AZ$2.4M · 0.86%
The Carioca Company AZ$2.2M · 0.03%
Zamora Automotive, Inc. AZ$2.1M · 0.81%
Express Home Services LLC AZ$1.8M · 0.45%
Wamtones, Inc. AZ$1.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262908264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.