Plan Snapshot
- Plan Sponsor: The Cheesecake Factory Incorporated
- Sponsor EIN: 510340466
- Sponsor Address: 26901 MALIBU HILLS, CALABASAS HILLS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 5,427
- Total Assets: $96.9M
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 | 5,427 | $96.9M | $2.3M | $9.1M |
| 2023 | 5,885 | $79.4M | $2.2M | $7.7M |
| 2022 | 2,146 | $64.5M | $2.2M | $7.2M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN AND VAN TRIGT LLP — 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 | $240,419 | $39,738 | — | — | — |
| 2023 | $334,230 | $61,078 | — | $6,630 | — |
| 2022 | $300,958 | — | $281,434 | — | $16,299 |