Plan Ledger DOL Form 5500 · updated monthly

Rb Hospitality Inc401(k)

RB HOSPITALITY INC 401(K) PROFIT SHARING PLAN & TRUST · PLEASANTON, CA · plan year 2022

Reported admin expense ratio · 2022
2.35%

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

Rb Hospitality Inc reported $7,316 in plan administrative expenses for 2022: 2.35% of average plan assets, higher 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 accommodation & food services employers. By assets it is among the smaller plans on file in California (9,176th of 9,483), and 1,985th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$338,101
Participants with balances45
Active participants107
Employer contributions$0
Employee contributions$143,524
Employer contribution per active participant$0
Average account balance$7,513
Benefits paid to participants$9,254
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,170
Investment management$146
Total administrative$7,316
The Rb Hospitality Inc 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Rb Hospitality 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$7,316 · 2.35%
Similar plansAccommodation & Food Services · California
Cam-Bas, Inc. CA$392K · 0.57%
Kijung Hospitality Group CA$346K · 3.16%
Kaizen Dining Group, Inc. CA$344K · 4.49%
Prb Management LLC CA$303K · 0.71%
Paligroup Management LLC CA$268K · 0.77%
Baja Fish Tacos, Inc. CA$268K · 0.04%
Verve LLC CA$248K · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412127287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.