# W.K.S. Restaurant Corporation 401(k) Plan
Source: https://planprovider.pro/companies/w-k-s-restaurant-corporation-401k-plan

> W.K.S. Restaurant Corporation&#39;s 401(k) plan: 4,972 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [HOLTHOUSE CARLIN & VAN TRIGHT, LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — NONE

- [CHARLES SCHWAB TRUST COMPANY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-k-s-restaurant-corporation-401k-plan)

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