Plan Snapshot
- Plan Sponsor: C&R Restaurant Group, LP
- Sponsor EIN: 461047180
- Sponsor Address: 151 KALMUS DRIVE, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 1,298
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,298 | $1.8M | $300,067 | $368,278 |
| 2023 | 1,245 | $1.2M | $230,732 | $292,981 |
| 2022 | 1,082 | $595,676 | $169,412 | $294,107 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $5,239 | — | $5,239 |
| DSR CPA & CONSULTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DSR CPA & CONSULTANTS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,239
- Estimated Expense Ratio: 0.288% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,239 | — | $5,239 | — | — |
| 2023 | $2,395 | — | $2,395 | — | — |
| 2022 | $3,943 | — | $3,943 | — | — |