Plan Ledger DOL Form 5500 · updated monthly

Taco Johns International, Inc.401(k)

TACO JOHN'S INTERNATIONAL EMPLOYEE RETIREMENT PLAN · CHEYENNE, WY · plan year 2023

Reported admin expense ratio · 2023
0.69%

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

Taco Johns International, Inc. reported $63,478 in plan administrative expenses for 2023: 0.69% of average plan assets, above the peer median. Employer contributions averaged $3,289 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 0.80% to 0.67%. 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 the 39th-largest of 81 plans among Wyoming employers on file, and the 554th of 2,240 in accommodation & food services. In 2023, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 102 to 113 since 2022.

Plan summary
Net assets, end of year$10,035,541
Participants with balances110
Active participants113
Employer contributions$371,684
Employee contributions$790,034
Employer contribution per active participant$3,289
Average account balance$91,232
Benefits paid to participants$1,020,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 106 accts · $336K emplr
2023$10.0M · 110 accts · $372K emplr
2022$8.5M · 114 accts · $283K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,523
Investment management$46,955
Total administrative$63,478
The Taco Johns International, Inc. 401(k) match · 2023
Employer contribution per active participant$3,289
Median for plans this size$1,308
2024$2,997 per active participant
2023$3,289 per active participant
2022$2,774 per active participant

Taco Johns International, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
INNOVEST PORTFOLIO SOLUTIONS, LLC · Recordkeeping · Trustee$46,954
ADP, INC. · Recordkeeping$16,523
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, INNOVEST PORTFOLIO SOLUTIONS, LLC
2023ADP, INNOVEST PORTFOLIO SOLUTIONS, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,636 · 0.67%
2023$63,478 · 0.69%
2022$70,560 · 0.80%
Similar plansAccommodation & Food Services · Wyoming
Smgha Nevada, LLC NV$10.1M · 0.39%
Baywood Hotels, Inc. MD$10.1M · 0.50%
3MR Restaurants, Inc. WA$10.0M · 0.39%
Lafrance Brothers, Inc. MA$9.9M · 0.56%
Ridgewell's, Inc. MD$9.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830275011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.