Plan Snapshot
- Plan Sponsor: P.F. Chang'S China Bistro, INC.
- Sponsor EIN: 860815086
- Sponsor Address: 8377 E HARTFORD DR, SUITE 200, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 13,424
- Total Assets: $50.1M
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 | 13,424 | $50.1M | $690,895 | $4.9M |
| 2023 | 14,308 | $44.2M | $723,587 | $4.9M |
| 2022 | 14,245 | $36.9M | $607,310 | $4.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $146,658 | — | $146,658 |
| COOK STREET CONSULTING | INVESTMENT ADVISOR | $20,000 | — | $20,000 |
| MORGAN STANLEY CAPITAL MANAGEMENT, | INVESTMENT ADVISOR | $20,000 | — | $20,000 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COOK STREET CONSULTING — INVESTMENT ADVISOR
- MORGAN STANLEY CAPITAL MANAGEMENT, — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,658
- Estimated Expense Ratio: 0.373% 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 | $186,697 | $40,039 | $600 | — | — |
| 2023 | $191,739 | $40,000 | — | $17,750 | — |
| 2022 | $193,447 | — | — | — | — |