Plan Ledger DOL Form 5500 · updated monthly

Lazy Dog Restaurants, LLC401(k)

LAZY DOG 401(K) PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Lazy Dog Restaurants, LLC reported $43,514 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $36 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 0.31% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (5,676th of 9,483), and the 597th of 2,240 in accommodation & food services. In 2024, employees put in $6.49 for every $1.00 the employer contributed; active participation has grown from 3,716 to 9,266 since 2022.

Plan summary
Net assets, end of year$9,270,588
Participants with balances541
Active participants9,266
Employer contributions$331,870
Employee contributions$2,154,331
Employer contribution per active participant$36
Average account balance$17,136
Benefits paid to participants$1,152,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 541 accts · $332K emplr
2023$7.0M · 509 accts · $271K emplr
2022$4.0M · 284 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,294
Investment management$3,220
Total administrative$43,514
The Lazy Dog Restaurants, LLC 401(k) match · 2024
Employer contribution per active participant$36
Median for plans this size$1,313
2024$36 per active participant
2023$31 per active participant
2022$45 per active participant

Lazy Dog Restaurants, LLC's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,294

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$43,514 · 0.54%
2023$23,013 · 0.42%
2022$12,136 · 0.31%
Same employer
Similar plansAccommodation & Food Services · California
Yoshinoya America, Inc. CA$9.7M · 0.29%
Roosevelt Hotel LLC CA$9.6M · 0.37%
Rubio's Restaurant, Inc. CA$9.3M · 0.14%
Good Hope International CA$9.0M · 0.17%
Azul Hospitality, LLC CA$9.0M · 0.86%
Meadowood Resort, LLC CA$9.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461351268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.