Plan Snapshot
- Plan Sponsor: Lawry'S Restaurant, INC.
- Sponsor EIN: 950925915
- Sponsor Address: 100 N LA CIENEGA BLVD, BEVERLY HILLS, CA, 90211
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $15.5M
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 | 329 | $15.5M | $100,004 | $1.2M |
| 2023 | 363 | $13.9M | $70,065 | $1.2M |
| 2022 | 336 | $11.7M | $70,000 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $24,205 | — | $24,205 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,205
- Estimated Expense Ratio: 0.156% 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 | $73,333 | $36,252 | — | $24,205 | — |
| 2023 | $60,841 | $37,893 | — | $12,625 | — |
| 2022 | $41,472 | $30,890 | — | — | — |