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)
- Plan Number: 001
- Total Participants: 309
- Total Assets: $6.0M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $17,791 | — | $17,791 |
| ALLIANT INSURANCE SERVICES INC DBA | Investment Advisor | $6,434 | — | $6,434 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,225
- Estimated Expense Ratio: 0.406% 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 |
|---|---|---|---|---|---|
| 2023 | $27,330 | $9,539 | — | — | — |
| 2022 | $21,557 | $7,690 | $13,867 | — | — |