Plan Ledger DOL Form 5500 · updated monthly

Pizza Wholesale of Lexington, Inc.401(k)

PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN · PARIS, KY · plan year 2025

Reported admin expense ratio · 2025
0.73%

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

Pizza Wholesale of Lexington, Inc. reported $122,902 in plan administrative expenses for 2025: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,691 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 3 years on file its reported administrative ratio rose from 0.42% to 0.73%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 304th-largest of 871 plans among Kentucky employers on file, and the 1,985th of 4,246 in wholesale trade. In 2025, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 215 to 268 since 2022.

Plan summary
Net assets, end of year$18,944,869
Participants with balances322
Active participants268
Employer contributions$721,193
Employee contributions$1,405,224
Employer contribution per active participant$2,691
Average account balance$58,835
Benefits paid to participants$929,264
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.9M · 322 accts · $721K emplr
2024$14.9M · 302 accts · $629K emplr
2023$12.8M · 248 accts · $579K emplr
2022$9.7M · 259 accts · $499K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,152
Investment management$48,710
Total administrative$122,902
The Pizza Wholesale of Lexington, Inc. 401(k) match · 2025
Employer contribution per active participant$2,691
Median for plans this size$2,666
2025$2,691 per active participant
2024$2,515 per active participant
2023$2,496 per active participant
2022$2,320 per active participant

Pizza Wholesale of Lexington, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MCF ADVISORS · Investment advisory (plan)$48,710
BENEFITS ADMINISTRATORS, LLC · Contract administrator$9,796

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

Administrative cost history4
2025$122,902 · 0.73%
2024$101,238 · 0.73%
2023$79,555 · 0.71%
2022$44,988 · 0.42%
Same employer
Similar plansWholesale Trade · Kentucky
United Radio, Inc. KY$31.2M · 0.36%
Linak U.S. Inc KY$26.0M · 0.35%
Plumbers Supply Co. KY$23.6M · 0.49%
Used-Car-Parts.com, Inc. KY$17.9M · 0.43%
Glantz Holdings, Inc. KY$15.1M · 0.50%
Kentucky Eagle, Inc. KY$15.0M · 0.01%
Creation Gardens, Inc. KY$13.5M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610967182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.