What are the fees in the Watermark Donut Company, LLC 401(k) plan?

For plan year 2022, Watermark Donut Company, LLC reported $3,172 in plan administrative expenses, or 0.08% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Watermark Donut Company, LLC 401(k)?

The average participant account balance was $73,092 for plan year 2022, based on 49 accounts.

Watermark Donut Company, LLC401(k)

Name: Watermark Donut Company, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

WATERMARK DONUT COMPANY, LLC 401K SAVINGS PLAN · SOUTH BOSTON, MA · plan year 2022

Reported admin expense ratio · 2022

0.08%

Watermark Donut Company, LLC reported $3,172 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Massachusetts (2,438th of 2,726), and the 1,098th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$3,581,520
Participants with balances49
Active participants128
Employer contributions—
Employee contributions$137,188
Employer contribution per active participant—
Average account balance$73,092
Benefits paid to participants$189,996
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP

Administrative expenses, itemized · 2022

Investment management$3,172

Total administrative$3,172

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$3,172 · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043074059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.