Plan Ledger DOL Form 5500 · updated monthly

Weber Enterprises, Inc. dba Eugene Taco Bell401(k)

THE WEBER RETIREMENT PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
1.86%

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

Weber Enterprises, Inc. dba Eugene Taco Bell reported $94,040 in plan administrative expenses for 2024: 1.86% of average plan assets, higher than ~90% of peers. Employer contributions averaged $276 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 0.25% to 1.86%. 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 Oregon (745th of 1,021), and the 858th of 2,240 in accommodation & food services. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 445 to 787 since 2022.

Plan summary
Net assets, end of year$5,246,738
Participants with balances151
Active participants787
Employer contributions$217,376
Employee contributions$387,308
Employer contribution per active participant$276
Average account balance$34,747
Benefits paid to participants$601,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 151 accts · $217K emplr
2023$4.9M · 142 accts · $193K emplr
2022$4.2M · 183 accts · $190K emplr
Administrative expenses, itemized · 2024
Investment management$36,296
Total administrative$94,040
The Weber Enterprises, Inc. dba Eugene Taco Bell 401(k) match · 2024
Employer contribution per active participant$276
Median for plans this size$1,313
2024$276 per active participant
2023$389 per active participant
2022$426 per active participant

Weber Enterprises, Inc. dba Eugene Taco Bell'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 · 20245
INDEPENDENT RETIREMENT CONSULTING, · Recordkeeping · Loan processing$5,465
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$3,821
EDWARD D JONES & COMPANY · Investment advisory (plan)$24,001
MESIROW FINANCIAL INC. · Investment advisory (plan)$432

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$94,040 · 1.86%
2023$21,841 · 0.48%
2022$10,715 · 0.25%
Same employer
Similar plansAccommodation & Food Services · Oregon
H Lodge, LLC OR$6.6M · 0.25%
Abbys LLC OR$6.4M · 0.26%
Columbia Room Inc OR$4.9M · 0.00%
Elephants Food Group Inc. OR$4.9M · 0.69%
Aspen Lodging Group LLC OR$4.2M · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930594771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.