# In-N-Out Burger, INC. DC Plan
Source: https://planprovider.pro/companies/in-n-out-burger-inc-plan

> In-N-Out Burger, INC.'s DC plan: 21,337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** In-N-Out Burger, INC.

- **Sponsor EIN:** 952246829

- **Sponsor Address:** 4199 CAMPUS DRIVE, 9TH FLR, IRVINE, CA, 92612

- **Plan Type:** DC

- **Total Participants:** 21,337

- **Total Assets:** $947.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|21,337|$947.3M|$32.6M|$59.9M|

| 2023|17,382|$768.2M|$27.4M|$49.4M|

| 2022|11,750|$613.5M|$23.9M|$38.9M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$145,795|—|$145,795|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$60,331|—|$60,331|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $206,126

- **Estimated Expense Ratio:** 0.022% 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|$206,126|$145,795|—|—|—|

| 2023|$214,458|$157,476|—|—|—|

| 2022|$255,575|$220,272|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/in-n-out-burger-inc-plan)

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