Plan Ledger DOL Form 5500 · updated monthly

Toot'n Totum Food Stores, LLC401(k)

TOOT'N TOTUM FOOD STORES 401(K) PLAN · AMARILLO, TX · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Toot'n Totum Food Stores, LLC reported $69,473 in plan administrative expenses for 2023: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $261 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 0.55% to 0.84%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 2,558th-largest of 5,688 plans among Texas employers on file, and the 2,034th of 5,215 in retail trade. In 2023, employees put in $6.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,862,662
Participants with balances1,025
Active participants851
Employer contributions$222,152
Employee contributions$1,362,539
Employer contribution per active participant$261
Average account balance$13,525
Benefits paid to participants$1,310,294
Plan auditUnmodified (clean) audit opinion
AuditorCMMS CPAS & ADVISORS PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$12.9M · 1,126 accts · $277K emplr
2023$13.9M · 1,025 accts · $222K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,093
Investment management$62,380
Total administrative$69,473
The Toot'n Totum Food Stores, LLC 401(k) match · 2023
Employer contribution per active participant$261
Median for plans this size$2,440
2024$325 per active participant
2023$261 per active participant

Toot'n Totum Food Stores, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
AMARILLO NATIONAL BANK · Investment advisory (plan)$62,008
EMPOWER ADVISORY GROUP, LLC · Investment management$372

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

Administrative cost history2
2024$112,945 · 0.84%
2023$69,473 · 0.55%
Same employer
Similar plansRetail Trade · Texas
Cantoni, LP TX$14.3M · 0.06%
Cooley Enterprises, Inc. TX$14.0M · 1.85%
Rogers Ford Sales, Inc. TX$14.0M · 0.56%
G.E. Foodland, Inc. TX$13.9M · 0.04%
Shoppas Farm Supply Inc TX$13.9M · 0.06%
Twin Liquors, LP TX$13.5M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750948150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.