Plan Snapshot
- Plan Sponsor: Shakey'S Usa, INC.
- Sponsor EIN: 201942593
- Sponsor Address: 2200 W. VALLEY BLVD, ALHAMBRA, CA, 91803
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $5.5M
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 | 333 | $5.5M | $54,498 | $315,171 |
| 2023 | 379 | $4.7M | $50,202 | $272,425 |
| 2022 | 332 | $3.9M | $46,730 | $257,613 |
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 |
|---|---|---|---|---|
| WITHUM SMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH+BROWN, PC — Auditor
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 | $75,762 | — | $14,765 | — | — |
| 2023 | $234,260 | — | $13,010 | — | — |
| 2022 | $11,888 | $1,017 | — | — | — |