What are the fees in the J. a. Sutherland, Inc., dba Taco Bell 401(k) plan?

For plan year 2022, J. a. Sutherland, Inc., dba Taco Bell reported $175 in plan administrative expenses, or 0.01% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the J. a. Sutherland, Inc., dba Taco Bell 401(k) match?

In 2022, employer contributions to the J. a. Sutherland, Inc., dba Taco Bell plan averaged $167 per active participant, below the $1,114 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the J. a. Sutherland, Inc., dba Taco Bell 401(k)?

The average participant account balance was $113,389 for plan year 2022, based on 23 accounts.

J. a. Sutherland, Inc., dba Taco Bell401(k)

Name: J. a. Sutherland, Inc., dba Taco Bell 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

J. A. SUTHERLAND, INC. DBA TACO BELL RETIREMENT PLAN · UKIAH, CA · plan year 2022

Reported admin expense ratio · 2022

0.01%

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

J. a. Sutherland, Inc., dba Taco Bell reported $175 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $167 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 (8,037th of 9,483), and 1,284th of 2,240 in accommodation & food services. In 2022, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,607,954
Participants with balances23
Active participants213
Employer contributions$35,668
Employee contributions$50,550
Employer contribution per active participant$167
Average account balance$113,389
Benefits paid to participants$103,369
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP

The J. a. Sutherland, Inc., dba Taco Bell 401(k) match · 2022

Employer contribution per active participant$167

Median for plans this size$1,114

J. a. Sutherland, Inc., dba Taco Bell'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

Your balance

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$175 · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680094626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.