Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › ezCater
ezCater 401(k)
- Accommodation and food services
- Boston, MA
- EIN 45-3073013
- 1 plan with Schedule H financials
- Plan year 2024
- ezCater, Inc.
- filed as Ezcater, Inc.
Administrative expenses excluding investment management, per participant · Ezcater, Inc. 401(k) Retirement Plan · plan year 2024
$13.54
Higher than 9% of the 24,371 plans $10 to 50M that report it.
Source
= $14,100 / 1,041
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926105115NAL0008478321002, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926105115NAL0008478321002, received 2025-09-26
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.
Cost and contributions
Administrative expenses per participant
$13.54
Higher than 5% of the 25,098 plans $10 to 50M that report it.
Source
= $14,100 / 1,041
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926105115NAL0008478321002, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926105115NAL0008478321002, received 2025-09-26
Administrative expenses as a share of assets
0.029%
Higher than 9% of the 25,132 plans $10 to 50M that report it.
Source
= $14,100 / $48,127,435
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926105115NAL0008478321002, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926105115NAL0008478321002, received 2025-09-26
Employer contributions per participant
$3,603
Higher than 81% of the 24,050 plans $10 to 50M that report it.
Source
= $3,750,314 / 1,041
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926105115NAL0008478321002, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926105115NAL0008478321002, received 2025-09-26
Employer share of total contributions
27.5%
Higher than 49% of the 24,084 plans $10 to 50M that report it.
Source
= $3,750,314 / $13,639,400
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926105115NAL0008478321002, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926105115NAL0008478321002, received 2025-09-26
Plan terms, as stated in ezCater, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926105115NAL0008478321002, received 2025-09-26
Full record, Ezcater, Inc. 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EZCATER, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Plan name | EZCATER, INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Sponsor EIN / plan number | 45-3073013 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Industry (business code) | 722300, Accommodation and food services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Filing received | 2025-09-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Participants, beginning of year | 1,153 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Active participants | 958 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Participants, end of year | 1,276 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Participants with an account balance | 1,041 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Total assets, beginning of year | $31,699,313 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Total assets, end of year | $48,127,435 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Net assets, end of year | $48,127,435 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Total income | $19,454,903 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Net income | $16,428,122 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Employer contributions | $3,750,314 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Participant contributions | $8,238,050 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Other contributions (incl. rollovers) | $1,651,036 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Total contributions | $13,639,400 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Benefit payments | $2,995,393 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Total expenses (incl. benefit payments) | $3,026,781 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Total administrative expenses | $14,100 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Administrative expenses excluding investment management | $14,100 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926105115NAL0008478321002, received 2025-09-26 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926105115NAL0008478321002, received 2025-09-26 |
Position = column in the DOL layout for form year 2024. Filing 20250926105115NAL0008478321002, received 2025-09-26.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| AMERICAN FIDUCIARY CORPORATION | THIRD PARTY ADMINISTRATOR | 49 Other services | $0 | yes |
| MORNINGSTAR | SERVICE PROVIDER | 27 Investment advisory (plan) | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926105115NAL0008478321002, received 2025-09-26.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $31,699,313 | $48,127,435 | 51.8% |
| Participants with a balance | 885 | 1,041 | 17.6% |
| Administrative expenses | $44,958 | $14,100 | -68.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,768,326 | $3,750,314 | 35.5% |
Prior filing 20241004063336NAL0011805553001, received 2024-10-04; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: EZCATER, INC.; SEC registrant: ezCater, Inc. (CIK 1531046, matched by EIN).