Plan Ledger DOL Form 5500 · updated monthly

Potluck Hospitality401(k)

POTLUCK HOSPITALITY 401(K) PROFIT SHARING PLAN & TRUST · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
0.72%

Potluck Hospitality reported $11,152 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. 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 $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (5,082nd of 5,688), and 741st of 786 in management of companies. In 2023, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,546,173
Participants with balances139
Active participants0
Employer contributions$193,103
Employee contributions$278,444
Employer contribution per active participant—
Average account balance$11,124
Benefits paid to participants$679,945
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$1.5M · 139 accts · $193K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,364
Trustee / custodial$788
Total administrative$11,152
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
PAYCHEX, INC. · Recordkeeping$8,586

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

Administrative cost history2
2024Not separately reported
2023$11,152 · 0.72%
Similar plansManagement of Companies · Texas
Ccng, Inc. TX$1.6M · 0.75%
Tigua, Inc. TX$1.6M · 1.31%
Tsd Logistics, Inc. TX$1.6M · 1.53%
Sunland Capital LLC TX$1.3M · 0.03%
Amd Global, LLC TX$321K · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270673249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.