Plan Snapshot
- Plan Sponsor: Chef Works, INC.
- Sponsor EIN: 043242029
- Sponsor Address: 12325 KERRAN STREET, US POWAY, CA, 92064
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 227 | $20.4M | $341,893 | $1.7M |
| 2023 | 217 | $18.1M | $467,050 | $1.5M |
| 2022 | 219 | $14.4M | $313,667 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,680 | — | $41,680 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $28,319 | — | $28,319 |
| PKF SAN DIEGO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,999
- Estimated Expense Ratio: 0.343% 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 | $74,079 | $32,399 | — | — | — |
| 2023 | $58,984 | $26,273 | — | — | — |
| 2022 | $61,838 | $2,533 | — | — | — |