Plan Ledger DOL Form 5500 · updated monthly

Winking Lizard Tavern, Inc.401(k)

WINKING LIZARD TAVERN, INC. 401K PROFIT SHARING PLAN & TRUST · BEDFORD HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Winking Lizard Tavern, Inc. reported $84,209 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $158 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 0.70% to 0.98%. 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 Ohio (2,072nd of 3,295), and the 605th of 2,240 in accommodation & food services. In 2024, employees put in $10.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,178,660
Participants with balances668
Active participants545
Employer contributions$86,262
Employee contributions$934,301
Employer contribution per active participant$158
Average account balance$13,741
Benefits paid to participants$602,673
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 668 accts · $86K emplr
2023$8.0M · 620 accts · $85K emplr
2022$6.7M · 587 accts · $51K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,209
Total administrative$84,209
The Winking Lizard Tavern, Inc. 401(k) match · 2024
Employer contribution per active participant$158
Median for plans this size$1,313
2024$158 per active participant
2023$174 per active participant
2022$99 per active participant

Winking Lizard Tavern, Inc.'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 · 20243
ASCENSUS · Recordkeeping$38,461
WINKING LIZARD INC · Other services$29,937
TRINITY PENSION CONSULTANTS, INC · Contract administrator$15,811

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$84,209 · 0.98%
2023$60,618 · 0.83%
2022$53,334 · 0.70%
Same employer
Similar plansAccommodation & Food Services · Ohio
Skyline Chili, LLC OH$14.1M · 0.32%
Gosh Enterprises Inc OH$12.6M · 0.53%
Scott M & a Corporation OH$8.5M · 0.52%
Sbarro, Inc OH$8.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341675347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.