Plan Ledger DOL Form 5500 · updated monthly

Fertitta Entertainment, Inc.401(k)

SPORTS, HOSPITALITY AND ENTERTAINMENT 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Fertitta Entertainment, Inc. reported $623,728 in plan administrative expenses for 2024: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $101 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 rose from 0.32% to 0.36%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 426th-largest of 5,688 plans among Texas employers on file, and the 53rd of 2,240 in accommodation & food services. In 2024, employees put in $8.80 for every $1.00 the employer contributed; active participation has grown from 9,805 to 12,620 since 2022.

Plan summary
Net assets, end of year$181,409,296
Participants with balances3,694
Active participants12,620
Employer contributions$1,278,608
Employee contributions$11,253,043
Employer contribution per active participant$101
Average account balance$49,109
Benefits paid to participants$19,973,271
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$181.4M · 3,694 accts · $1.3M emplr
2023$165.2M · 3,624 accts · $1.0M emplr
2022$145.6M · 3,864 accts · $931K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$368,812
Investment management$100,355
Audit (IQPA)$44,042
Total administrative$623,728
The Fertitta Entertainment, Inc. 401(k) match · 2024
Employer contribution per active participant$101
Median for plans this size$3,635
2024$101 per active participant
2023$100 per active participant
2022$95 per active participant

Fertitta Entertainment, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$100,355
CLIFTONLARSONALLEN LLP · Accounting / audit$44,042

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$623,728 · 0.36%
2023$547,296 · 0.35%
2022$508,568 · 0.32%
Same employer
Similar plansAccommodation & Food Services · Texas
Aimbridge Parent, Inc TX$424.1M · 0.16%
Whataburger Restaurants LLC TX$262.0M · 0.51%
Sky Chefs, Inc. TX$256.7M · 0.20%
Highgate Hotels, L.P. TX$171.0M · 0.36%
Raising Cane's USA, LLC TX$108.4M · 0.08%
Remington Hotels, LLC TX$90.0M · 0.41%
G6 Hospitality, LLC TX$78.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273287832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.