Plan Ledger DOL Form 5500 · updated monthly

Friar Tux Shop401(k)

FRIAR TUX SHOP 401(K) PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Friar Tux Shop reported $11,002 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. 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.

Across the 2 years on file its reported administrative ratio rose from 0.22% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,349th of 9,483), and 4,026th of 5,215 in retail trade. active participation has grown from 178 to 212 since 2022.

Plan summary
Net assets, end of year$4,083,155
Participants with balances236
Active participants212
Employer contributions$0
Employee contributions$261,824
Employer contribution per active participant$0
Average account balance$17,302
Benefits paid to participants$222,459
Plan auditUnmodified (clean) audit opinion
AuditorWERTZ AND COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 236 accts
2023$3.7M · 230 accts
2022$3.7M · 211 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,677
Investment management$2,564
Total administrative$11,002
The Friar Tux Shop 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Friar Tux Shop's 2024 employer contribution ran below the $1,313 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$2,564
MORNINGSTAR INC DBA MORNINGSTAR ASS$761
LINSCO/PRIVATE LEDGER CORPindirect comp

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$11,002 · 0.28%
2023$9,708 · 0.26%
2022$8,642 · 0.22%
Similar plansRetail Trade · California
Shemran Inc CA$4.2M · 0.58%
F.Radich Motors, Inc. CA$4.1M · 0.01%
Michael Stars CA$4.1M · 1.43%
Goodr LLC CA$4.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953186263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.