Plan Snapshot
- Plan Sponsor: W.K.S. Restaurant Corporation
- Sponsor EIN: 330257012
- Sponsor Address: 5856 CORPORATE AVE., SUITE 200, CYPRESS, CA, 90630
- Plan Type: 401(k)
- Total Participants: 4,972
- Total Assets: $22.2M
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 | 4,972 | $22.2M | $1.0M | $1.8M |
| 2023 | 4,586 | $17.5M | $919,526 | $1.7M |
| 2022 | 4,425 | $13.6M | $913,154 | $1.7M |
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 |
|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | NONE | $74,655 | — | $74,655 |
| HOLTHOUSE CARLIN & VAN TRIGHT, LLP | NONE | $21,160 | — | $21,160 |
| CHARLES SCHWAB TRUST COMPANY | NONE | $8,608 | — | $8,608 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,423
- Estimated Expense Ratio: 0.469% 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 |
|---|---|---|---|---|---|
| 2024 | $104,423 | $8,608 | $74,655 | $21,160 | — |
| 2023 | $110,938 | $7,815 | $87,283 | $15,840 | — |
| 2022 | $85,773 | $7,753 | $71,860 | — | $6,160 |