# Chef Works, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chef-works-inc-401k-plan

> Chef Works, INC.'s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|—|

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