Plan Ledger DOL Form 5500 · updated monthly

Del Taco LLC401(k)

DEL TACO SAVINGS PLAN · LAKE FOREST, CA · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Del Taco LLC reported $52,592 in plan administrative expenses for 2022: 0.39% of average plan assets, above the peer median. Employer contributions averaged $40 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (4,942nd of 9,483), and the 486th of 2,240 in accommodation & food services. In 2022, employees put in $10.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,152,555
Participants with balances351
Active participants3,027
Employer contributions$120,915
Employee contributions$1,253,754
Employer contribution per active participant$40
Average account balance$34,623
Benefits paid to participants$1,406,176
Plan auditUnmodified (clean) audit opinion
AuditorKBF CPAS, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $127K emplr
2022$12.2M · 351 accts · $121K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,683
Investment management$41,909
Total administrative$52,592
The Del Taco LLC 401(k) match · 2022
Employer contribution per active participant$40
Median for plans this size$2,266

Del Taco LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$52,592 · 0.39%
Similar plansAccommodation & Food Services · California
Bartell Hotels CA$13.5M · 0.59%
Big Canyon Country Club CA$13.1M · 0.35%
The Mayer Corporation CA$12.9M · 0.41%
Zmc Hotels, LLC CA$11.5M · 0.38%
Classic Vacations, LLC CA$11.2M · 0.62%
Fort Mojave Indian Tribe CA$10.9M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550917535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.