Plan Ledger DOL Form 5500 · updated monthly

Roka Akor Chicago LLC401(k)

ROKA AKOR CHICAGO LLC 401(K) PROFIT SHARING PLAN & TRUST · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Roka Akor Chicago LLC reported $1,786 in plan administrative expenses for 2022: 0.80% of average plan assets, below the peer median. 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 Illinois (3,606th of 3,702), and 2,024th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$264,811
Participants with balances29
Active participants497
Employer contributions$0
Employee contributions$156,121
Employer contribution per active participant$0
Average account balance$9,131
Benefits paid to participants$22,723
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,690
Investment management$96
Total administrative$1,786
The Roka Akor Chicago LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Roka Akor Chicago LLC'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$1,786 · 0.80%
Similar plansAccommodation & Food Services · Illinois
Roti Restaurants LLC IL$358K · 0.24%
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Burrito, Inc. IL$254K · 0.41%
Bleuxus, LLC IL$217K · 3.48%
Clever Ideas, Inc. IL$213K · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273018421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.