Plan Snapshot
- Plan Sponsor: Whataburger Of Mesquite, INC.
- Sponsor EIN: 751325487
- Sponsor Address: 3200 NORTH TOWN EAST BOULEVARD, MESQUITE, TX, 751503923
- Plan Type: 401(k)
- Total Participants: 612
- Total Assets: $3.5M
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 | 612 | $3.5M | $0 | $225,300 |
| 2023 | 673 | $3.1M | $0 | $169,691 |
| 2022 | 1,763 | $3.0M | $0 | $254,981 |
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 |
|---|---|---|---|---|
| SALMON SIMS THOMAS & ASSOCIATES PLL | 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 | $4,586 | — | — | — | — |
| 2023 | $2,391 | — | — | — | — |
| 2022 | $2,390 | — | — | — | $2,390 |