Plan Snapshot
- Plan Sponsor: Lazy Dog Restaurants, LLC
- Sponsor EIN: 461351268
- Sponsor Address: 101 SHIPYARD WAY, NEWPORT BEACH, CA, 92663
- Plan Type: 401(k)
- Total Participants: 9,266
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 9,266 | $9.3M | $331,870 | $2.2M |
| 2023 | 8,646 | $7.0M | $270,555 | $1.8M |
| 2022 | 3,716 | $4.2M | $168,651 | $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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,514 | $3,220 | — | — | — |
| 2023 | $23,013 | $497 | — | — | — |
| 2022 | $12,136 | — | $12,136 | — | — |