Plan Snapshot
- Plan Sponsor: Cheeseburger Restaurants INC
- Sponsor EIN: 330969424
- Sponsor Address: 73875 STATE ROUTE 70, PORTOLA, CA, 961227071
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 281 | $2.6M | $40,285 | $252,754 |
| 2023 | 321 | $2.2M | $50,465 | $326,161 |
| 2022 | 352 | $1.9M | $349,340 | $316,782 |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $9,671 | — | $9,671 |
| PAYCHEX, INC. | Recordkeeper | $9,073 | — | $9,073 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,744
- Estimated Expense Ratio: 0.730% 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 | $19,443 | $10,042 | $9,401 | — | — |
| 2023 | $16,657 | $8,115 | $8,542 | — | — |
| 2022 | $14,859 | $7,127 | $7,732 | — | — |