Plan Ledger DOL Form 5500 · updated monthly

Krispy Kreme Doughnut Corporation401(k)

KRISPY KREME DOUGHNUT CORPORATION RETIREMENT SAVINGS PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Krispy Kreme Doughnut Corporation reported $158,672 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $426 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 fell from 0.41% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 298th-largest of 2,005 plans among North Carolina employers on file, and the 517th of 5,215 in retail trade. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,083,618
Participants with balances1,859
Active participants9,101
Employer contributions$3,874,706
Employee contributions$6,624,672
Employer contribution per active participant$426
Average account balance$36,624
Benefits paid to participants$7,512,328
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.1M · 1,859 accts · $3.9M emplr
2023$55.3M · 1,316 accts · $2.6M emplr
2022$44.8M · 1,434 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,759
Investment management$35,913
Total administrative$158,672
The Krispy Kreme Doughnut Corporation 401(k) match · 2024
Employer contribution per active participant$426
Median for plans this size$3,635
2024$426 per active participant
2023$423 per active participant
2022$266 per active participant

Krispy Kreme Doughnut Corporation's 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$122,759
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$33,750

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$158,672 · 0.26%
2023$178,851 · 0.36%
2022$198,752 · 0.41%
Same employer
Similar plansRetail Trade · North Carolina
Rack Room Shoes, Inc. NC$80.7M · 0.27%
Driven Brands Inc. NC$79.9M · 0.34%
The Fresh Market, Inc. NC$78.8M · 0.47%
Cato Corporation NC$72.9M · 0.07%
Replacements, LTD. NC$63.8M · 0.19%
Sports Endeavors, LLC NC$56.6M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561318322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.