Plan Ledger DOL Form 5500 · updated monthly

Exhale Enterprises, L.L.C.401(k)

EXHALE ENTERPRISES 401(K) PLAN · LEXINGTON, KY · plan year 2022

Reported admin expense ratio · 2022
1.10%

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

Exhale Enterprises, L.L.C. reported $48,954 in plan administrative expenses for 2022: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 Kentucky (682nd of 871), and the 1,029th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$3,972,205
Participants with balances171
Active participants419
Employer contributions$0
Employee contributions$337,595
Employer contribution per active participant$0
Average account balance$23,229
Benefits paid to participants$499,341
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,832
Investment management$33,122
Total administrative$48,954
The Exhale Enterprises, L.L.C. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Exhale Enterprises, L.L.C.'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$48,954 · 1.10%
Similar plansAccommodation & Food Services · Kentucky
Long John Silvers, LLC KY$8.4M · 0.43%
535 Main LLC KY$5.2M · 0.49%
Franchise Management, LLC KY$4.8M · 2.20%
McL Corporation KY$4.1M · 0.97%
Twin Management, LLC KY$2.9M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134200868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.