Plan Ledger DOL Form 5500 · updated monthly

Cotton Patch Cafe, LLC401(k)

COTTON PATCH CAFE, LLC 401(K) PROFIT SHARING PLAN · SOUTHLAKE, TX · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Cotton Patch Cafe, LLC reported $16,967 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $284 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 1 year on file its reported administrative ratio rose from 0.56% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (4,836th of 5,688), and 1,383rd of 2,240 in accommodation & food services. In 2023, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,208,037
Participants with balances91
Active participants230
Employer contributions$65,356
Employee contributions$186,355
Employer contribution per active participant$284
Average account balance$24,264
Benefits paid to participants$188,975
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.2M · 91 accts · $65K emplr
2022$1.8M · 99 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,741
Investment management$8,226
Total administrative$16,967
The Cotton Patch Cafe, LLC 401(k) match · 2023
Employer contribution per active participant$284
Median for plans this size$1,308

Cotton Patch Cafe, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK · Recordkeeping · Investment management$8,803
MMA SECURITIES, LLC · Investment advisory (plan)$7,695

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

Administrative cost history2
2023$16,967 · 0.84%
2022$11,168 · 0.56%
Same employer
Similar plansAccommodation & Food Services · Texas
Bunkhouse Management LLC TX$2.3M · 3.08%
3401 Hoteliers, L.P. TX$2.1M · 0.79%
Rahwd Enterprises, LLC TX$2.0M · 1.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752286937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.