Plan Ledger DOL Form 5500 · updated monthly

Lone Star Apple, LLC401(k)

LONE STAR APPLE 401(K) PLAN · EL PASO, TX · plan year 2022

Reported admin expense ratio · 2022
1.97%

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

Lone Star Apple, LLC reported $18,234 in plan administrative expenses for 2022: 1.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $50 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 (5,325th of 5,688), and 1,774th of 2,240 in accommodation & food services. In 2022, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$852,886
Participants with balances28
Active participants226
Employer contributions$11,303
Employee contributions$35,923
Employer contribution per active participant$50
Average account balance$30,460
Benefits paid to participants$10,781
Plan auditUnmodified (clean) audit opinion
AuditorLAUTERBACH, BORSCHOW & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,234
Professional / advisory$13,000
Total administrative$18,234
The Lone Star Apple, LLC 401(k) match · 2022
Employer contribution per active participant$50
Median for plans this size$331

Lone Star Apple, 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$18,234 · 1.97%
Similar plansAccommodation & Food Services · Texas
Ce Acquisition, LLC TX$1.2M · 1.23%
Llano Pizza, Inc. TX$1.1M · 1.56%
Tacodeli Holdings, Inc. TX$884K · 0.09%
Synergy Hotels, Inc. TX$853K · 2.83%
Freerange Employment, LLC TX$711K · 1.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 834542952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.