Plan Ledger DOL Form 5500 · updated monthly

Robert Bugatto Enterprises, Inc.401(k)

THE TIDES 401(K) PLAN · BODEGA BAY, CA · plan year 2022

Reported admin expense ratio · 2022
1.01%

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

Robert Bugatto Enterprises, Inc. reported $32,990 in plan administrative expenses for 2022: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $860 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,810th of 9,483), and 1,184th of 2,240 in accommodation & food services. In 2022, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,070,482
Participants with balances58
Active participants124
Employer contributions$106,677
Employee contributions$221,527
Employer contribution per active participant$860
Average account balance$52,939
Benefits paid to participants$242,658
Plan auditUnmodified (clean) audit opinion
AuditorCAROLYN A. MAYES, CPA
Administrative expenses, itemized · 2022
Investment management$31,465
Professional / advisory$1,525
Total administrative$32,990
The Robert Bugatto Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$860
Median for plans this size$1,114

Robert Bugatto Enterprises, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$32,990 · 1.01%
Similar plansAccommodation & Food Services · California
The Slanted Door CA$3.4M · 1.01%
Ono Management, LLC CA$3.2M · 0.12%
Sdc Restaurants LLC CA$3.2M · 0.20%
Tj Processors LLC CA$3.0M · 1.42%
The Party Staff Inc CA$3.0M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942645186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.