Plan Ledger DOL Form 5500 · updated monthly

Otb Acquisition LLC401(k)

ON THE BORDER 401(K) SAVINGS PLAN · IRVING, TX · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Otb Acquisition LLC reported $52,607 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $224 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 0.35% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,597th-largest of 5,688 plans among Texas employers on file, and the 445th of 2,240 in accommodation & food services. In 2022, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,521,598
Participants with balances350
Active participants2,331
Employer contributions$522,936
Employee contributions$933,008
Employer contribution per active participant$224
Average account balance$38,633
Benefits paid to participants$1,462,685
Plan auditUnmodified (clean) audit opinion
AuditorBAKERTILLY USA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 496 accts · $462K emplr
2023$12.6M · 437 accts · $758K emplr
2022$13.5M · 350 accts · $523K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$52,607
Total administrative$52,607
The Otb Acquisition LLC 401(k) match · 2022
Employer contribution per active participant$224
Median for plans this size$2,266
2024$155 per active participant
2023$341 per active participant
2022$224 per active participant

Otb Acquisition LLC's 2022 employer contribution ran below the $2,266 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.

Recordkeeper by year2
2024ECONOMIC GROUP PENSION SERVICES
2023ECONOMIC GROUP PENSION SERVICES

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Administrative cost history3
2024$91,008 · 0.70%
2023$102,458 · 0.78%
2022$52,607 · 0.35%
Same employer
Similar plansAccommodation & Food Services · Texas
Makeready LLC TX$15.5M · 0.70%
Jake's, Inc. TX$12.7M · 0.98%
Southern Multifoods, Inc. TX$12.6M · 0.08%
Collinson, Inc TX$11.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272118500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.