Plan Snapshot
- Plan Sponsor: Sizzler Usa Restaurants, INC.
- Sponsor EIN: 952548114
- Sponsor Address: 23352 MADERO RD SUITE B, MISSION VIEJO, CA, 92691
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 444 | $9.7M | $0 | $466,449 |
| 2023 | 407 | $8.9M | $0 | $402,347 |
| 2022 | 435 | $7.6M | $0 | $317,877 |
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 |
|---|---|---|---|---|
| GRIGORIAN & ASSOCIATES INC | 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 | $19,068 | $17,506 | — | — | — |
| 2023 | $17,042 | $16,242 | — | — | — |
| 2022 | $17,804 | — | — | — | — |