Plan Snapshot
- Plan Sponsor: Schwartz Brothers Restaurants
- Sponsor EIN: 201335083
- Sponsor Address: 325 118TH AVENUE SE, SUITE 106, BELLEVUE, WA, 98005
- Plan Type: 401(k)
- Total Participants: 636
- Total Assets: $13.1M
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 | 636 | $13.1M | $77,817 | $712,554 |
| 2023 | 396 | $12.0M | $73,208 | $636,275 |
| 2022 | 358 | $9.7M | $76,125 | $605,582 |
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 |
|---|---|---|---|---|
| CLARK NUBER PS | 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 | $54,551 | $24,181 | — | — | — |
| 2023 | $50,042 | $23,570 | — | — | — |
| 2022 | $50,088 | $181 | — | — | — |