Plan Ledger DOL Form 5500 · updated monthly

Rosebud Restaurants, Inc.401(k)

ROSEBUD RESTAURANTS, INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Rosebud Restaurants, Inc. reported $7,270 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $17 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.

Across the 2 years on file its reported administrative ratio fell from 0.87% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Illinois (3,468th of 3,702), and 1,679th of 2,240 in accommodation & food services. In 2024, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,158,954
Participants with balances274
Active participants1,249
Employer contributions$21,111
Employee contributions$68,609
Employer contribution per active participant$17
Average account balance$4,230
Benefits paid to participants$23,048
Plan auditUnmodified (clean) audit opinion
AuditorFGMK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 274 accts · $21K emplr
2023$949K · 273 accts
2022$788K · 274 accts · $12K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,270
Total administrative$7,270
The Rosebud Restaurants, Inc. 401(k) match · 2024
Employer contribution per active participant$17
Median for plans this size$1,313
2024$17 per active participant
2022$9 per active participant

Rosebud Restaurants, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$7,269

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$7,270 · 0.69%
2023$7,094 · 0.82%
2022$7,596 · 0.87%
Similar plansAccommodation & Food Services · Illinois
Toms King Services, LLC IL$1.6M · 1.30%
Jann Restaurant, Inc. IL$1.3M · 1.08%
Hendrick Dorms, Inc. IL$1.2M · 1.21%
Fox Nc Acquisition LLC IL$973K · 0.48%
Connie's Pizza, Inc. IL$960K · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363989621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.