# Ck Franchising, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ck-franchising-inc-401k-plan

> Ck Franchising, INC.'s 401(k) plan: 534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [OSAIC FA INC](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|—|—|

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