Plan Ledger DOL Form 5500 · updated monthly

Taco Casa, Inc.401(k)

TACO CASA, INC. RETIREMENT PLAN · TUSCALOOSA, AL · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Taco Casa, Inc. reported $10,985 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,265 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 1 year on file its reported administrative ratio rose from 0.29% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Alabama (760th of 902), and 1,285th of 2,240 in accommodation & food services. In 2023, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,606,485
Participants with balances89
Active participants73
Employer contributions$92,368
Employee contributions$159,906
Employer contribution per active participant$1,265
Average account balance$29,286
Benefits paid to participants$49,064
Plan auditUnmodified (clean) audit opinion
AuditorTE LOTT & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$2.6M · 89 accts · $92K emplr
2022$2.2M · 108 accts · $90K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,985
Total administrative$10,985
The Taco Casa, Inc. 401(k) match · 2023
Employer contribution per active participant$1,265
Median for plans this size$1,308
2023$1,265 per active participant
2022$1,120 per active participant

Taco Casa, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$18,761

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

Administrative cost history2
2023$10,985 · 0.46%
2022$6,316 · 0.29%
Similar plansAccommodation & Food Services · Alabama
Pathway, Inc. AL$3.5M · 0.07%
Sentinels, LLC AL$379K · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630782358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.