Plan Ledger DOL Form 5500 · updated monthly

Runza National, Inc401(k)

RUNZA NATIONAL, INC. 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Runza National, Inc reported $56,353 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $931 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 0.42% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Nebraska (286th of 565), and the 359th of 2,240 in accommodation & food services. In 2024, employees put in $4.03 for every $1.00 the employer contributed; active participation has grown from 148 to 176 since 2022.

Plan summary
Net assets, end of year$16,785,884
Participants with balances187
Active participants176
Employer contributions$163,768
Employee contributions$660,126
Employer contribution per active participant$931
Average account balance$89,764
Benefits paid to participants$372,418
Plan auditUnmodified (clean) audit opinion
AuditorHBE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 187 accts · $164K emplr
2023$13.8M · 166 accts · $143K emplr
2022$11.1M · 163 accts · $134K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,406
Investment management$21,947
Total administrative$56,353
The Runza National, Inc 401(k) match · 2024
Employer contribution per active participant$931
Median for plans this size$2,416
2024$931 per active participant
2023$950 per active participant
2022$908 per active participant

Runza National, Inc's 2024 employer contribution ran below the $2,416 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 · 20242
DA DAVIDSON & COMPANY · Investment advisory (plan)$21,947

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$56,353 · 0.37%
2023$45,006 · 0.36%
2022$55,666 · 0.42%
Similar plansAccommodation & Food Services · Nebraska
The Olympia Companies LLC ME$16.8M · 0.49%
The Dinex Group, LLC NY$16.8M · 0.44%
Cafe Rio, Inc. UT$16.7M · 0.74%
Burning Man Project CA$16.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470618001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.