Plan Ledger DOL Form 5500 · updated monthly

Root Cellar Enterprises, LLC401(k)

THE TAPROOT 401(K) PLAN · SAN MARCOS, TX · plan year 2024

Reported admin expense ratio · 2024
1.22%

Root Cellar Enterprises, LLC reported $2,739 in plan administrative expenses for 2024: 1.22% 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (5,564th of 5,688), and 2,014th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$277,683
Participants with balances148
Active participants207
Employer contributions—
Employee contributions$117,032
Employer contribution per active participant—
Average account balance$1,876
Benefits paid to participants$26,272
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$2,739
Total administrative$2,739
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$2,739 · 1.22%
Similar plansAccommodation & Food Services · Texas
7CREW Enterprises, LLC TX$336K · 2.67%
Patch Management, Inc. TX$309K · 2.40%
Sweet Pizza, LLC TX$296K · 0.72%
Island Famous, Inc. TX$272K · 8.47%
ZKK1, LLC TX$270K · 1.41%
South Texas Pizza Inc TX$216K · 1.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261347186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.