Plan Snapshot
- Plan Sponsor: Carrabbas
- Sponsor EIN: 760394976
- Sponsor Address: 3131 ARGONNE STREET, HOUSTON, TX, 77098
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $17.7M
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 | 559 | $17.7M | $310,806 | $595,914 |
| 2023 | 550 | $14.2M | $296,327 | $580,460 |
| 2022 | 498 | $11.5M | $300,133 | $560,014 |
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 |
|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,671 | $17,136 | — | — | — |
| 2023 | $20,131 | $18,192 | — | — | — |
| 2022 | $12,041 | $7,291 | — | — | — |