Plan Ledger DOL Form 5500 · updated monthly

Cohn Restaurant Group, Inc.401(k)

COHN RESTAURANT GROUP, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Cohn Restaurant Group, Inc. reported $54,577 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $14 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 0.37% to 0.67%. 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 (5,855th of 9,483), and the 641st of 2,240 in accommodation & food services. In 2024, employees put in $82.66 for every $1.00 the employer contributed; active participation has grown from 648 to 725 since 2022.

Plan summary
Net assets, end of year$8,606,649
Participants with balances482
Active participants725
Employer contributions$10,000
Employee contributions$826,630
Employer contribution per active participant$14
Average account balance$17,856
Benefits paid to participants$976,788
Plan auditUnmodified (clean) audit opinion
AuditorDELPERDANG SCHUH & CO PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 482 accts · $10K emplr
2023$7.7M · 468 accts · $10K emplr
2022$6.3M · 424 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,577
Audit (IQPA)$13,000
Total administrative$54,577
The Cohn Restaurant Group, Inc. 401(k) match · 2024
Employer contribution per active participant$14
Median for plans this size$1,313
2024$14 per active participant
2023$13 per active participant
2022$154 per active participant

Cohn Restaurant Group, Inc.'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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$25,596
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$15,981
DELPERDANG SCHUH & CO PC · Accounting / audit$13,000

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$54,577 · 0.67%
2023$37,759 · 0.54%
2022$25,667 · 0.37%
Same employer
Similar plansAccommodation & Food Services · California
Azul Hospitality, LLC CA$9.0M · 0.86%
Meadowood Resort, LLC CA$9.0M · 0.05%
Polly's, Inc. CA$7.9M · 0.14%
Zero Cater, Inc. CA$7.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330709920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.