Plan Ledger DOL Form 5500 · updated monthly

International Dairy Queen, Inc.401(k)

INTERNATIONAL DAIRY QUEEN, INC. RETIREMENT SAVINGS PLAN · BLOOMINGTON, MN · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

International Dairy Queen, Inc. reported $119,575 in plan administrative expenses for 2023: 0.13% of average plan assets, above the peer median. Employer contributions averaged $3,806 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 0.10% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 289th-largest of 1,918 plans among Minnesota employers on file, and the 87th of 2,240 in accommodation & food services. In 2023, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$95,799,638
Participants with balances515
Active participants396
Employer contributions$1,507,077
Employee contributions$4,519,664
Employer contribution per active participant$3,806
Average account balance$186,019
Benefits paid to participants$9,281,875
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$95.3M · 522 accts · $1.9M emplr
2023$95.8M · 515 accts · $1.5M emplr
2022$84.2M · 515 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$54,028
Investment management$65,547
Total administrative$119,575
The International Dairy Queen, Inc. 401(k) match · 2023
Employer contribution per active participant$3,806
Median for plans this size$3,659
2024$4,371 per active participant
2023$3,806 per active participant
2022$3,626 per active participant

International Dairy Queen, Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$72,005
ADVANCED CAPITAL GROUP · Investment advisory (plan)$44,000
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$21,547
CHARLES SCHWAB & CO., INC. (BROKERA · Investment advisory (participants)indirect comp
TD AMERITRADE · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$152,763 · 0.16%
2023$119,575 · 0.13%
2022$90,815 · 0.10%
Similar plansAccommodation & Food Services · Minnesota
Rosen Hotels & Resorts, Inc. FL$100.6M · 0.37%
Avi Foodsystems Inc OH$97.8M · 0.27%
Focus Brands LLC GA$93.8M · 0.09%
Crestview Management LLC KY$93.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522066843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.