Plan Ledger DOL Form 5500 · updated monthly

Excalibur Pizza, LLC401(k)

EXCALIBUR PIZZA, LLC 401(K) PROFIT SHARING PLAN · ROSEVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Excalibur Pizza, LLC reported $16,025 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $75 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (8,403rd of 9,483), and 1,494th of 2,240 in accommodation & food services. In 2022, employees put in $7.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,787,388
Participants with balances31
Active participants166
Employer contributions$12,525
Employee contributions$98,912
Employer contribution per active participant$75
Average account balance$57,658
Benefits paid to participants$67,255
Plan auditUnmodified (clean) audit opinion
AuditorBENN & LEMAN CPA'S
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,569
Investment management$9,456
Total administrative$16,025
The Excalibur Pizza, LLC 401(k) match · 2022
Employer contribution per active participant$75
Median for plans this size$1,114

Excalibur Pizza, LLC's 2022 employer contribution ran below the $1,114 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 history1
2022$16,025 · 0.80%
Similar plansAccommodation & Food Services · California
Excel Hotel Group, Inc. CA$1.9M · 0.16%
Akash Management LLC CA$1.9M · 0.25%
Martin Resorts, Inc. CA$1.9M · 0.08%
C&R Restaurant Group, LP CA$1.8M · 0.35%
Awesome Office, Inc. CA$1.7M · 1.22%
Mwh, LLC CA$1.7M · 2.85%
Urban Plates, LLC CA$1.6M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942711128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.