Plan Ledger DOL Form 5500 · updated monthly

Entertainment Properties Group, Inc.401(k)

ENTERTAINMENT PROPERTIES GROUP, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Entertainment Properties Group, Inc. reported $11,798 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $859 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 0.52% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (3,606th of 5,688), and the 728th of 2,240 in accommodation & food services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 166 to 232 since 2022.

Plan summary
Net assets, end of year$7,038,058
Participants with balances76
Active participants232
Employer contributions$199,219
Employee contributions$399,155
Employer contribution per active participant$859
Average account balance$92,606
Benefits paid to participants$310,586
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 76 accts · $199K emplr
2023$5.7M · 82 accts · $197K emplr
2022$4.4M · 70 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,451
Investment management$2,347
Total administrative$11,798
The Entertainment Properties Group, Inc. 401(k) match · 2024
Employer contribution per active participant$859
Median for plans this size$1,313
2024$859 per active participant
2023$816 per active participant
2022$1,133 per active participant

Entertainment Properties Group, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,451

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$11,798 · 0.18%
2023$34,127 · 0.67%
2022$25,114 · 0.52%
Similar plansAccommodation & Food Services · Texas
Pronto Management, LLC TX$7.5M · 0.41%
Hhg Companies, Inc. TX$7.5M · 0.32%
The Saxton Group, LLC TX$7.3M · 0.77%
Zaza Hospitality LLC TX$7.1M · 0.12%
Cbc Restaurant Corp TX$6.9M · 0.64%
Whataburger of Alice TX$6.4M · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 901035810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.