# Friar Tux Shop 401(k) Plan
Source: https://planprovider.pro/companies/friar-tux-shop-401k-plan

> Friar Tux Shop's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Friar Tux Shop

- **Sponsor EIN:** 953186263

- **Sponsor Address:** 1711 SOUTH CLAUDINA WAY, ANAHEIM, CA, 92805

- **Plan Type:** 401(k)

- **Total Participants:** 212

- **Total Assets:** $4.1M

## 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|212|$4.1M|$0|$261,824|

| 2023|198|$3.7M|$0|$245,748|

| 2022|178|$3.7M|$0|$229,967|

## 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|

| LINSCO/PRIVATE LEDGER CORP|BROKER/ADVISER|—|$14,834|$14,834|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$7,677|—|$7,677|

| WERTZ AND COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,511

- **Estimated Expense Ratio:** 0.551% 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|$11,002|$2,564|—|—|—|

| 2023|$9,708|$1,999|—|—|—|

| 2022|$8,642|$2,627|$6,015|—|—|

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