Plan Ledger DOL Form 5500 · updated monthly

Columbia Food Service Company401(k)

COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Columbia Food Service Company reported $70,025 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,001 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 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,545th-largest of 3,644 plans among Florida employers on file, and the 478th of 2,240 in accommodation & food services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has shrunk from 1,175 to 803 since 2022.

Plan summary
Net assets, end of year$12,440,215
Participants with balances627
Active participants803
Employer contributions$803,512
Employee contributions$1,297,948
Employer contribution per active participant$1,001
Average account balance$19,841
Benefits paid to participants$1,469,420
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER & DEETER ADVISORY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 627 accts · $804K emplr
2023$10.7M · 472 accts · $687K emplr
2022$8.1M · 292 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,025
Total administrative$70,025
The Columbia Food Service Company 401(k) match · 2024
Employer contribution per active participant$1,001
Median for plans this size$2,416
2024$1,001 per active participant
2023$530 per active participant
2022$425 per active participant

Columbia Food Service Company's 2024 employer contribution ran below the $2,416 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 · 20245
LPL FINANCIAL · Investment advisory (plan)$31,532
PLANNED RETIREMENT CONSULTANTS & AD · Contract administrator$12,261
EMPOWER ADVISORY GROUP LLC · Investment management$6,131
FIDUCIARY OUTSOURCING LLC$1,820

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$70,025 · 0.61%
2023$63,698 · 0.68%
2022$54,559 · 0.62%
Same employer
Similar plansAccommodation & Food Services · Florida
The Gasparilla Inn, Inc. FL$13.8M · 0.64%
Sandestin Beach Hotel, LTD FL$13.4M · 0.60%
Millers Ale House, Inc FL$12.7M · 0.49%
Mdm Hotel Group Limited FL$12.6M · 0.72%
Briggs Management LLC FL$11.4M · 0.35%
Travel Traders Hotels Inc FL$11.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592532997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.