Plan Snapshot
- Plan Sponsor: Specialty Restaurants Corporation
- Sponsor EIN: 952547743
- Sponsor Address: 150 PAULARINO AVENUE, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 642
- Total Assets: $6.3M
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. |
|---|---|---|---|---|
| 2023 | 642 | $6.3M | $305,507 | $496,247 |
| 2022 | 669 | $5.2M | $55,736 | $429,200 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $38,438 | — | $38,438 |
| PENSIONMARK FINANCIAL GROUP LLC | Other Service Provider | $16,020 | — | $16,020 |
| HUTCHINSON & BLOODGOOD LLP | Auditor | $11,675 | — | $11,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- HUTCHINSON & BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,133
- Estimated Expense Ratio: 1.049% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $66,133 | $16,020 | — | $11,675 | — |
| 2022 | $56,792 | $14,752 | — | — | — |