Plan Snapshot
- Plan Sponsor: Fm Restaurants Hq, LLC
- Sponsor EIN: 832134910
- Sponsor Address: 11065 KNOTT AVE STE A, CYPRESS, CA, 90630
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $91,131 | $467,443 |
| 2023 | 309 | $6.0M | $86,665 | $546,080 |
| 2022 | 544 | $5.4M | $152,794 | $465,656 |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUND & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUND & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,284 | $19,683 | — | — | — |
| 2023 | $27,330 | $9,539 | — | — | — |
| 2022 | $21,557 | $7,690 | $13,867 | — | — |