Plan Ledger DOL Form 5500 · updated monthly

Edgar's Old Style Bakery, Inc.401(k)

EDGAR'S OLD STYLE BAKERY, INC. 401(K) PLAN · PELHAM, AL · plan year 2022

Reported admin expense ratio · 2022
1.35%

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

Edgar's Old Style Bakery, Inc. reported $11,745 in plan administrative expenses for 2022: 1.35% of average plan assets, above the peer median. Employer contributions averaged $727 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Alabama (859th of 902), and 4,982nd of 5,215 in retail trade. In 2022, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$889,321
Participants with balances25
Active participants91
Employer contributions$66,167
Employee contributions$145,199
Employer contribution per active participant$727
Average account balance$35,573
Benefits paid to participants$22,188
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,705
Investment management$2,020
Professional / advisory$2,020
Total administrative$11,745
The Edgar's Old Style Bakery, Inc. 401(k) match · 2022
Employer contribution per active participant$727
Median for plans this size$331

Edgar's Old Style Bakery, Inc.'s 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 history1
2022$11,745 · 1.35%
Similar plansRetail Trade · Alabama
10 Below, LLC AL$1.4M · 1.75%
Serra Chevrolet, Inc. AL$1.4M · 0.44%
Renfroe, Inc. AL$1.3M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721393818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.