Plan Ledger DOL Form 5500 · updated monthly

R & S Dairy Queens, Inc.401(k)

R & S DAIRY QUEENS, INC. 401(K) PROFIT SHARING PLAN · NEW BRAUNFELS, TX · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

R & S Dairy Queens, Inc. reported $717 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,308th of 5,688), and 4,978th of 5,215 in retail trade.

Plan summary
Net assets, end of year$917,710
Participants with balances26
Active participants67
Employer contributions$0
Employee contributions$80,743
Employer contribution per active participant$0
Average account balance$35,297
Benefits paid to participants$55,654
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$717
Total administrative$717
The R & S Dairy Queens, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

R & S Dairy Queens, Inc.'s 2022 employer contribution ran below the $331 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.

Administrative cost history1
2022$717 · 0.07%
Similar plansRetail Trade · Texas
Frontline Food Services TX$1.0M · 1.36%
Lori's Gifts, Inc. TX$950K · 1.47%
J&D Produce, Inc. TX$802K · 0.69%
Finnegan Auto, LP TX$798K · 2.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742138818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.