Plan Ledger DOL Form 5500 · updated monthly

Tropical Smoothie Cafe, LLC401(k)

TROPICAL SMOOTHIE CAFE 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Tropical Smoothie Cafe, LLC reported $46,230 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $4,448 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 0.07% to 0.49%. 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 Georgia (1,226th of 2,160), and the 539th of 2,240 in accommodation & food services. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,380,760
Participants with balances116
Active participants119
Employer contributions$529,344
Employee contributions$1,137,742
Employer contribution per active participant$4,448
Average account balance$89,489
Benefits paid to participants$1,767,752
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 116 accts · $529K emplr
2023$8.5M · 118 accts · $512K emplr
2022$6.4M · 125 accts · $486K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,230
Total administrative$46,230
The Tropical Smoothie Cafe, LLC 401(k) match · 2024
Employer contribution per active participant$4,448
Median for plans this size$1,313
2024$4,448 per active participant
2023$4,062 per active participant
2022$4,259 per active participant

Tropical Smoothie Cafe, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$23,468
ERISA SERVICES INC · Contract administratorindirect comp

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$46,230 · 0.49%
2023$29,417 · 0.40%
2022$4,163 · 0.07%
Same employer
Similar plansAccommodation & Food Services · Georgia
Gps Hospitality, LLC GA$4.7M · 1.68%
Apple Central 401K Plan GA$4.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371696565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.