Plan Ledger DOL Form 5500 · updated monthly

Tawa Supermarket, Inc.401(k)

TAWA SUPERMARKET, INC. 401(K) PLAN · BUENA PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Tawa Supermarket, Inc. reported $400,629 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $564 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 rose from 0.15% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 580th-largest of 9,483 plans among California employers on file, and the 223rd of 5,215 in retail trade. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$193,416,463
Participants with balances2,813
Active participants7,581
Employer contributions$4,272,137
Employee contributions$11,004,642
Employer contribution per active participant$564
Average account balance$68,758
Benefits paid to participants$21,969,581
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$193.4M · 2,813 accts · $4.3M emplr
2023$176.5M · 2,796 accts · $4.3M emplr
2022$151.4M · 2,652 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$203,467
Investment management$59,800
Audit (IQPA)$37,837
Total administrative$400,629
The Tawa Supermarket, Inc. 401(k) match · 2024
Employer contribution per active participant$564
Median for plans this size$3,635
2024$564 per active participant
2023$551 per active participant
2022$521 per active participant

Tawa Supermarket, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$321,387
MORGAN STANLEY GLOBAL BANKING OPERA$44,850
MOSS ADAMS LLP$19,442
MORGAN STANLEY$14,950

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$400,629 · 0.22%
2023$625,589 · 0.38%
2022$251,666 · 0.15%
Similar plansRetail Trade · California
Guitar Center, Inc. CA$215.9M · 0.04%
Restoration Hardware, Inc. CA$190.7M · 0.16%
Deckers Outdoor Corporation CA$168.3M · 0.20%
Penske Motor Group, LLC CA$164.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330120626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.