Plan Snapshot
- Plan Sponsor: Mikuni Restaurant Group INC.
- Sponsor EIN: 261292326
- Sponsor Address: 5012 LUCE AVE., SUITE 100, MCCLELLAN, CA, 95652
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 537
- Total Assets: $12.0M
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 | 537 | $12.0M | $516,468 | $1.1M |
| 2023 | 486 | $9.5M | $512,726 | $1.1M |
| 2022 | 412 | $7.0M | $514,529 | $1.0M |
| 2021 | 451 | $6.8M | $472,648 | $844,406 |
| 2020 | 471 | $4.9M | $363,820 | $646,750 |
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 |
|---|---|---|---|---|
| BFBA, LLP | Auditor | — | — | $0 |
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 | $81,668 | — | $3,200 | — | — |
| 2023 | $61,463 | — | $2,600 | — | — |
| 2022 | $54,145 | $52,545 | $1,600 | — | — |
| 2021 | $49,801 | $49,101 | $700 | — | — |
| 2020 | $28,227 | $26,284 | $1,943 | — | — |