Plan Snapshot
- Plan Sponsor: Pb&J Restaurants, INC.
- Sponsor EIN: 481036874
- Sponsor Address: 10220 W 87TH STREET, OVERLAND PARK, KS, 66212
- Plan Type: 401(k)
- Total Participants: 580
- Total Assets: $3.2M
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 | 580 | $3.2M | $121,325 | $235,874 |
| 2023 | 727 | $3.2M | $149,549 | $283,459 |
| 2022 | 699 | $2.7M | $155,757 | $282,983 |
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 |
|---|---|---|---|---|
| DOWNEY & COMPANY, LLC | 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 | $38,957 | $18,192 | — | — | — |
| 2023 | $31,964 | $17,770 | — | — | — |
| 2022 | $31,962 | $15,611 | $16,351 | — | — |