Plan Ledger DOL Form 5500 · updated monthly

Coastal Deli, Inc. dba Jason's Deli401(k)

COASTAL DELI, INC. 401(K) PLAN · CORPUS CHRISTI, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Coastal Deli, Inc. dba Jason's Deli reported $5,030 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $325 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 2 years on file its reported administrative ratio rose from 0.12% to 0.13%. 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 Texas (4,252nd of 5,688), and the 990th of 2,240 in accommodation & food services. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,183,231
Participants with balances127
Active participants269
Employer contributions$87,453
Employee contributions$211,708
Employer contribution per active participant$325
Average account balance$32,939
Benefits paid to participants$286,616
Plan auditUnmodified (clean) audit opinion
AuditorGF VALDEZ, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 127 accts · $87K emplr
2023$3.6M · 128 accts · $88K emplr
2022$2.9M · 136 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,030
Total administrative$5,030
The Coastal Deli, Inc. dba Jason's Deli 401(k) match · 2024
Employer contribution per active participant$325
Median for plans this size$1,313
2024$325 per active participant
2023$318 per active participant
2022$287 per active participant

Coastal Deli, Inc. dba Jason's Deli'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.

Administrative cost history3
2024$5,030 · 0.13%
2023$3,071 · 0.09%
2022$3,772 · 0.12%
Similar plansAccommodation & Food Services · Texas
Pei Wei Asian Diner, LLC TX$4.7M · 0.71%
Newrest Iah LLC TX$4.1M · 1.15%
Tasty Hut, LLC TX$4.1M · 2.26%
Dennard Enterprises, Inc. TX$4.0M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742716537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.