Plan Snapshot
- Plan Sponsor: Uncle Donald'S Restaurants, LLC
- Sponsor EIN: 263743838
- Sponsor Address: 1910 MADISON AVENUE PMB 506, MEMPHIS, TN, 381042620
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $10.5M
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 | 369 | $10.5M | $370,482 | $556,742 |
| 2023 | 375 | $8.9M | $324,908 | $483,317 |
| 2022 | 330 | $7.6M | $300,873 | $457,646 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $52,675 | $24,214 | $27,636 | — | — |
| 2023 | $42,938 | $19,794 | $22,544 | — | — |
| 2022 | $44,852 | $20,579 | $22,406 | — | $1,867 |