# Cave Enterprises Operations, LLC Dba Burger King 401(k) Plan
Source: https://planprovider.pro/companies/cave-enterprises-operations-llc-dba-burger-king-401k-plan

> Cave Enterprises Operations, LLC Dba Burger King's 401(k) plan: 1,022 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cave Enterprises Operations, LLC Dba Burger King

- **Sponsor EIN:** 204023518

- **Sponsor Address:** 1624 W 18TH ST, CHICAGO, IL, 60608

- **Plan Type:** 401(k)

- **Total Participants:** 1,022

- **Total Assets:** $7.3M

## 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|1,022|$7.3M|$94,812|$467,235|

| 2023|1,270|$6.9M|$76,770|$390,968|

| 2022|937|$6.0M|$80,511|$420,302|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|—|$18,389|$18,389|

| MML INS AGCY LLC|FINANCIAL ADVISOR|$18,389|—|$18,389|

| MAP RETIREMENT USA LLC|THIRD PARTY ADMIN|$6,593|—|$6,593|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,371

- **Estimated Expense Ratio:** 0.598% 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|$24,947|—|$24,947|—|—|

| 2023|$21,999|—|$21,999|—|—|

| 2022|$22,547|—|$22,547|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cave-enterprises-operations-llc-dba-burger-king-401k-plan)

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