Plan Ledger DOL Form 5500 · updated monthly

Jalapeno Tree Operating, LLC401(k)

JALAPENO TREE 401(K) PLAN · RICHARDSON, TX · plan year 2022

Reported admin expense ratio · 2022
2.51%

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

Jalapeno Tree Operating, LLC reported $15,049 in plan administrative expenses for 2022: 2.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $31 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (5,411th of 5,688), and 1,876th of 2,240 in accommodation & food services. In 2022, employees put in $13.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$590,612
Participants with balances90
Active participants295
Employer contributions$9,159
Employee contributions$122,289
Employer contribution per active participant$31
Average account balance$6,562
Benefits paid to participants$32,120
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,049
Total administrative$15,049
The Jalapeno Tree Operating, LLC 401(k) match · 2022
Employer contribution per active participant$31
Median for plans this size$331

Jalapeno Tree Operating, LLC's 2022 employer contribution ran below the $331 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$15,049 · 2.51%
Similar plansAccommodation & Food Services · Texas
Synergy Hotels, Inc. TX$853K · 2.83%
Freerange Employment, LLC TX$711K · 1.10%
Jtp, LLC TX$426K · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461727987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.