East Bay Restaurant & Tavern Retirement PlanMoney purchase plan
EAST BAY RESTAURANT & TAVERN RETIREMENT PLAN · PLEASANTON, CA · plan year 2024
Reported admin expense ratio · 2024
1.24%
Peer grade: D· admin costs + employer contributions vs same-size plans · how grading works
East Bay Restaurant & Tavern Retirement Plan reported $419,284 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,275 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 1.60% to 1.24%. 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 2,335th-largest of 9,483 plans among California employers on file, and the 176th of 2,240 in accommodation & food services.
Plan summary
Net assets, end of year$35,733,053
Participants with balances0
Active participants1,764
Employer contributions$2,248,677
Employee contributions—
Employer contribution per active participant$1,275
Employer contributions to the East Bay Restaurant & Tavern Retirement Plan plan · 2024
Employer contribution per active participant$1,275
Median for plans this size$2,416
2024$1,275 per active participant
2023$1,396 per active participant
2022$972 per active participant
East Bay Restaurant & Tavern Retirement Plan'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 · 202411
BENESYS · Contract administrator$147,814
NATIONAL INVESTMENT SERVICES, INC. · Investment management$57,694
LEONARD CARDER · Legal$39,915
MILLER KAPLAN ARASE LLP · Accounting / audit$34,770
NATIONAL COMPLIANCE SERVICE · Accounting / audit$29,000
Source: U.S. Department of Labor, Form 5500 series, EIN 946076428 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.