Plan Ledger DOL Form 5500 · updated monthly

Krm, Inc.401(k)

THOMAS KELLER RESTAURANT GROUP EMPLOYEES' RETIREMENT PLAN · YOUNTVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Krm, Inc. reported $4,022 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $503 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 3,869th-largest of 9,483 plans among California employers on file, and the 332nd of 2,240 in accommodation & food services. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 800 to 1,359 since 2022.

Plan summary
Net assets, end of year$18,231,821
Participants with balances445
Active participants1,359
Employer contributions$682,973
Employee contributions$1,446,767
Employer contribution per active participant$503
Average account balance$40,970
Benefits paid to participants$2,416,383
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN & CO. LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$18.2M · 445 accts · $683K emplr
2023$16.4M · 432 accts · $793K emplr
2022$12.8M · 427 accts · $612K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,022
Total administrative$4,022
The Krm, Inc. 401(k) match · 2024
Employer contribution per active participant$503
Median for plans this size$2,416
2024$503 per active participant
2023$968 per active participant
2022$765 per active participant

Krm, Inc.'s 2024 employer contribution ran below the $2,416 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$4,022
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history4
2025Not separately reported
2024$4,022 · 0.02%
2023$2,857 · 0.02%
2022$1,761 · 0.01%
Similar plansAccommodation & Food Services · California
Ayres Group CA$19.7M · 0.03%
Ovis LLC CA$18.7M · 0.62%
Pleasant Travel Service CA$17.2M · 0.05%
Sun Hill Properties, Inc. CA$16.9M · 0.66%
Burning Man Project CA$16.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 811015120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.