Plan Ledger DOL Form 5500 · updated monthly

Kaizen Dining Group, Inc.401(k)

KAIZEN DINING 401(K) PLAN & TRUST · ALHAMBRA, CA · plan year 2024

Reported admin expense ratio · 2024
4.49%

Kaizen Dining Group, Inc. reported $15,148 in plan administrative expenses for 2024: 4.49% of average plan assets, higher than ~75% of peers. 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 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (9,171st of 9,483), and 1,983rd of 2,240 in accommodation & food services. active participation has shrunk from 2,172 to 747 since 2019.

Plan summary
Net assets, end of year$343,942
Participants with balances753
Active participants747
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$457
Benefits paid to participants$12,569
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$344K · 753 accts
2023$330K · 742 accts
2022$245K · 747 accts · $105K emplr
2019$136K · 699 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,098
Total administrative$15,148
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 · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$13,148

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

Administrative cost history4
2024$15,148 · 4.49%
2023Not separately reported
2022Not separately reported
2019Not separately reported
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Paligroup Management LLC CA$268K · 0.77%
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Source: U.S. Department of Labor, Form 5500 series, EIN 810976364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.