Plan Ledger DOL Form 5500 · updated monthly

Meadowood Resort, LLC401(k)

MEADOWOOD RESORT 401(K) RETIREMENT PLAN · ST HELENA, CA · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Meadowood Resort, LLC reported $3,882 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,198 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 0.06% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (5,739th of 9,483), and the 616th of 2,240 in accommodation & food services. In 2023, employees put in $2.84 for every $1.00 the employer contributed; active participation has grown from 187 to 207 since 2022.

Plan summary
Net assets, end of year$8,977,887
Participants with balances192
Active participants207
Employer contributions$247,939
Employee contributions$704,744
Employer contribution per active participant$1,198
Average account balance$46,760
Benefits paid to participants$287,793
Plan auditUnmodified (clean) audit opinion
AuditorELSENER & ELSENER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 186 accts · $273K emplr
2023$9.0M · 192 accts · $248K emplr
2022$7.2M · 178 accts · $248K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,341
Investment management$541
Total administrative$3,882
The Meadowood Resort, LLC 401(k) match · 2023
Employer contribution per active participant$1,198
Median for plans this size$1,308
2024$1,271 per active participant
2023$1,198 per active participant
2022$1,328 per active participant

Meadowood Resort, LLC's 2023 employer contribution ran below the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$3,882

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,653 · 0.08%
2023$3,882 · 0.05%
2022$4,026 · 0.06%
Same employer
Similar plansAccommodation & Food Services · California
Lazy Dog Restaurants, LLC CA$9.3M · 0.54%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203873166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.