# In-N-Out Burgers, A California Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/in-n-out-burgers-a-california-corporation-952246829-502

> In-N-Out Burgers, A California Corporation's Health & Welfare plan: 1,070 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 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](https://planprovider.pro/provider/windes-inc) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/in-n-out-burgers-a-california-corporation-952246829-502)

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