# P.F. Chang'S China Bistro, INC. 401(k) Plan
Source: https://planprovider.pro/companies/p-f-chang-s-china-bistro-inc-401k-plan

> P.F. Chang'S China Bistro, INC.'s 401(k) plan: 13,424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COOK STREET CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [MORGAN STANLEY CAPITAL MANAGEMENT,](https://planprovider.pro/provider/morgan-stanley) — 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|—|—|—|—|

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