Plan Ledger DOL Form 5500 · updated monthly

The Slanted Door401(k)

THE SLANTED DOOR RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

The Slanted Door reported $32,617 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 1.01%. 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 California (7,650th of 9,483), and 1,127th of 2,240 in accommodation & food services. active participation has grown from 68 to 88 since 2022.

Plan summary
Net assets, end of year$3,409,545
Participants with balances127
Active participants88
Employer contributions$0
Employee contributions$147,400
Employer contribution per active participant$0
Average account balance$26,847
Benefits paid to participants$197,672
Plan auditUnmodified (clean) audit opinion
AuditorCRISAFI, PRYOR & FARQUHAR, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 127 accts
2023$3.1M · 114 accts
2022$2.7M · 119 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,308
Investment management$15,309
Total administrative$32,617
The The Slanted Door 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

The Slanted Door'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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$17,308
EMBARCADERO FINANCIAL GROUP · Investment advisory (plan)$15,309

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$32,617 · 1.01%
2023$27,655 · 0.96%
2022$29,500 · 0.99%
Similar plansAccommodation & Food Services · California
Bbd Opco LLC CA$3.6M · 1.26%
Hecho En Mexico, LLC CA$3.5M · 0.22%
Uniwell Corporation CA$3.5M · 0.22%
Ono Management, LLC CA$3.2M · 0.12%
Sdc Restaurants LLC CA$3.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943319041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.