Plan Ledger DOL Form 5500 · updated monthly

Truluck's Restaurant Group, LTD401(k)

TRULUCK'S RESTAURANT GROUP 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
1.44%

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

Truluck's Restaurant Group, LTD reported $51,405 in plan administrative expenses for 2024: 1.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,545 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 0.20% to 1.44%. 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 Texas (4,173rd of 5,688), and the 933rd of 2,240 in accommodation & food services. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 354 to 516 since 2022.

Plan summary
Net assets, end of year$4,600,300
Participants with balances446
Active participants516
Employer contributions$797,413
Employee contributions$1,006,944
Employer contribution per active participant$1,545
Average account balance$10,315
Benefits paid to participants$445,089
Plan auditUnmodified (clean) audit opinion
AuditorHARPER PEARSON
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 446 accts · $797K emplr
2023$2.5M · 350 accts · $717K emplr
2022$934K · 312 accts · $397K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,329
Investment management$22,076
Total administrative$51,405
The Truluck's Restaurant Group, LTD 401(k) match · 2024
Employer contribution per active participant$1,545
Median for plans this size$1,313
2024$1,545 per active participant
2023$1,670 per active participant
2022$1,123 per active participant

Truluck's Restaurant Group, LTD's 2024 employer contribution ran above the $1,313 median for plans its size. 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$29,329
CETERA INVESTMENT SERVICES LLC · Investment advisory (plan)$22,076

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$51,405 · 1.44%
2023$22,124 · 1.28%
2022$1,900 · 0.20%
Same employer
Similar plansAccommodation & Food Services · Texas
Pei Wei Asian Diner, LLC TX$4.7M · 0.71%
Newrest Iah LLC TX$4.1M · 1.15%
Tasty Hut, LLC TX$4.1M · 2.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760622886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.