Plan Ledger DOL Form 5500 · updated monthly

Phil's Cake Box Bakeries, Inc.401(k)

ALESSI 401(K) PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.21%

Phil's Cake Box Bakeries, Inc. reported $1,419 in plan administrative expenses for 2022: 0.21% of average plan assets, lower than ~75% of peers. 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 manufacturing employers. By assets it is among the smaller plans on file in Florida (3,465th of 3,644), and 13,419th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$619,485
Participants with balances34
Active participants99
Employer contributions—
Employee contributions$71,391
Employer contribution per active participant—
Average account balance$18,220
Benefits paid to participants$47,189
Plan auditUnmodified (clean) audit opinion
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$1,419 · 0.21%
Same employer
Similar plansManufacturing · Florida
Wps Group, LLC FL$913K · 0.51%
Cross City Lumber FL$855K · 0.09%
Cansortium Holdings, LLC FL$682K · 1.16%
Sleep International, LLC FL$425K · 1.12%
McArthur Next, LLC FL$417K · 6.81%
Parker Services, Inc. FL$416K · 3.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591303254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.