Plan Snapshot
- Plan Sponsor: So-Cal Boys Restaurant Group INC
- Sponsor EIN: 208899987
- Sponsor Address: 14700 PIPELINE AVE, CHINO HILLS, CA, 91709
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $967,817
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 | 226 | $967,817 | $0 | $359,752 |
| 2023 | 162 | $586,863 | $0 | $274,331 |
| 2022 | 125 | $288,427 | $0 | $193,945 |
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 |
|---|---|---|---|---|
| BD & ASSOCIATES CPAS, PLLC | 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 | $13,062 | $8,586 | — | — | — |
| 2023 | $6,155 | $3,842 | — | — | — |
| 2022 | — | — | — | — | — |