# Whataburger Of Alice 401(k) Plan
Source: https://planprovider.pro/companies/whataburger-of-alice-401k-plan

> Whataburger Of Alice&#39;s 401(k) plan: 734 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whataburger Of Alice

- **Sponsor EIN:** 741600234

- **Sponsor Address:** 17890 BLANCO ROAD, SAN ANTONIO, TX, 78232

- **Plan Type:** 401(k)

- **Total Participants:** 734

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|734|$6.4M|$196,560|$364,199|

| 2023|671|$6.0M|$198,386|$370,316|

| 2022|650|$5.0M|$224,819|$401,471|

## 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|

| NATIONWIDE|CUSTODIAN|$23,536|$20,802|$44,338|

| STADION MONEY MANAGEMENT, LLC|CONSULTING|$38,320|—|$38,320|

| INWEST RETIREMENT SOLUTIONS|TPA|$4,439|$13,702|$18,141|

| PSK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CUSTODIAN

- [STADION MONEY MANAGEMENT, LLC](https://planprovider.pro/provider/john-hancock) — CONSULTING

- [PSK, LLP](https://planprovider.pro/provider/psk-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,799

- **Estimated Expense Ratio:** 1.566% 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|$100,800|$38,320|$18,141|—|—|

| 2023|$63,036|$54,098|$8,938|—|—|

| 2022|$62,608|$37,904|$24,704|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whataburger-of-alice-401k-plan)

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