Plan Snapshot
- Plan Sponsor: Ck Franchising, INC.
- Sponsor EIN: 311638733
- Sponsor Address: 1 PARK PLAZA, SUITE 300, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $8.8M
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 | 534 | $8.8M | $588,222 | $1.3M |
| 2023 | 2,126 | $8.7M | $720,057 | $1.6M |
| 2022 | 1,926 | $6.8M | $550,625 | $1.2M |
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 | $54,144 | — | $54,144 |
| OSAIC FA INC | ADVISOR | $32,085 | — | $32,085 |
| CLARK, SCHAEFER, HACKETT & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC FA INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,229
- Estimated Expense Ratio: 0.975% 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 | $88,229 | $32,085 | — | — | — |
| 2023 | $71,855 | $27,060 | — | — | — |
| 2022 | $64,370 | — | — | — | — |