Plan Ledger DOL Form 5500 · updated monthly

Cobblestone Hotels, LLC401(k)

COBBLESTONE HOTELS, LLC RETIREMENT SAVINGS PLAN · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Cobblestone Hotels, LLC reported $19,119 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $1,414 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 fell from 0.58% to 0.52%. 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 Wisconsin (1,684th of 1,936), and the 982nd of 2,240 in accommodation & food services. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 134 to 180 since 2022.

Plan summary
Net assets, end of year$4,217,581
Participants with balances186
Active participants180
Employer contributions$254,519
Employee contributions$384,508
Employer contribution per active participant$1,414
Average account balance$22,675
Benefits paid to participants$84,524
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 186 accts · $255K emplr
2023$3.2M · 145 accts · $220K emplr
2022$2.4M · 139 accts · $181K emplr
Administrative expenses, itemized · 2024
Investment management$17,081
Total administrative$19,119
The Cobblestone Hotels, LLC 401(k) match · 2024
Employer contribution per active participant$1,414
Median for plans this size$1,313
2024$1,414 per active participant
2023$1,364 per active participant
2022$1,351 per active participant

Cobblestone Hotels, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
NFP RETIREMENT, INC. · Accounting / audit · Pension consulting$17,080

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$19,119 · 0.52%
2023$18,867 · 0.67%
2022$14,166 · 0.58%
Similar plansAccommodation & Food Services · Wisconsin
Kitchen Fresh Foods, LLC WI$4.6M · 0.06%
Courtesy Corporation WI$4.5M · 0.68%
Doro, Incorporated WI$4.4M · 1.14%
Larson Management Inc. WI$4.2M · 0.08%
Toppers Pizza, LLC WI$4.1M · 0.66%
Afsco, Inc. WI$3.9M · 0.45%
Weber Holdings, LLC WI$3.6M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454209138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.