Plan Ledger DOL Form 5500 · updated monthly

Whataburger of Mesquite, Inc.401(k)

WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN · MESQUITE, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

Whataburger of Mesquite, Inc. reported $4,586 in plan administrative expenses for 2024: 0.14% 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.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.14%. 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 (4,428th of 5,688), and the 1,106th of 2,240 in accommodation & food services. active participation has shrunk from 1,763 to 612 since 2022.

Plan summary
Net assets, end of year$3,525,685
Participants with balances123
Active participants612
Employer contributions—
Employee contributions$225,300
Employer contribution per active participant—
Average account balance$28,664
Benefits paid to participants$238,836
Plan auditUnmodified (clean) audit opinion
AuditorSALMON SIMS THOMAS & ASSOCIATES PLL
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 123 accts
2023$3.1M · 120 accts
2022$3.0M · 19 accts
Administrative expenses, itemized · 2024
Trustee / custodial$4,586
Total administrative$4,586
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
BOKF, NA · Recordkeeping · Investment advisory (plan)$3,391
BOK FINANCIAL ASSET MGMT, INC · Recordkeeping · Investment advisory (plan)$1,195
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024BOK FINANCIAL ASSET MGMT, INC, BOKF, NA
2023BOK FINANCIAL ASSET MGMT, INC

This plan has changed recordkeepers within these filings. If you left Whataburger of Mesquite, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,586 · 0.14%
2023$2,391 · 0.08%
2022$2,390 · 0.07%
Similar plansAccommodation & Food Services · Texas
6H Management LLC TX$3.8M · 1.04%
Pepi Corporation TX$3.8M · 1.39%
Rgv Properties, Inc. TX$3.7M · 0.53%
Highgate Hotels LLC TX$3.0M · 1.33%
C4 Pizza, LLC TX$2.9M · 0.74%
Bw at Rv Hotels Inc TX$2.8M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751325487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.