Plan Ledger DOL Form 5500 · updated monthly

Willows Lodge Associates, LLC401(k)

WILLOWS LODGE ASSOCIATES, LLC 401(K) PLAN · WOODINVILLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Willows Lodge Associates, LLC reported $2,254 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,608 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.

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 Washington (1,345th of 1,714), and the 881st of 2,240 in accommodation & food services. In 2022, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,057,911
Participants with balances82
Active participants90
Employer contributions$144,685
Employee contributions$331,546
Employer contribution per active participant$1,608
Average account balance$61,682
Benefits paid to participants$510,260
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,254
Total administrative$2,254
The Willows Lodge Associates, LLC 401(k) match · 2022
Employer contribution per active participant$1,608
Median for plans this size$1,114

Willows Lodge Associates, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,254 · 0.04%
Same employer
Similar plansAccommodation & Food Services · Washington
New Rh, LLC WA$5.3M · 0.01%
Hal Griffith Companies WA$5.1M · 0.23%
Wig Properties LLC WA$4.5M · 0.05%
Neltac, Inc. WA$4.0M · 0.21%
Trappers Sushi, Inc. WA$4.0M · 1.21%
Lavish Roots, Inc. WA$3.5M · 1.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911940044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.