Plan Snapshot
- Plan Sponsor: In-N-Out Burgers, A California Corporation
- Sponsor EIN: 952246829
- Sponsor Address: 4199 CAMPUS DR 9TH FL, IRVINE, CA, 926128604
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 1,070
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,070 | $1.3M | $0 | $920,584 |
| 2023 | 965 | $321,717 | $0 | $832,392 |
| 2022 | 929 | $313,782 | $0 | $775,678 |
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 |
|---|---|---|---|---|
| SEDGWICK CMS | Recordkeeper | $73,265 | — | $73,265 |
| HUMACULTURE, INC | Other Service Provider | $17,500 | — | $17,500 |
| WINDES, INC | Auditor | $16,300 | — | $16,300 |
| US BANK | Recordkeeper | $6,059 | — | $6,059 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,124
- Estimated Expense Ratio: 8.575% 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 | $113,258 | — | $73,265 | $16,300 | — |
| 2023 | $101,798 | — | $67,149 | $12,000 | — |
| 2022 | $97,584 | — | — | — | $97,584 |