# Whataburger Restaurants LLC 401(k) Plan
Source: https://planprovider.pro/companies/whataburger-restaurants-llc-401k-plan

> Whataburger Restaurants LLC's 401(k) plan: 39,507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whataburger Restaurants LLC

- **Sponsor EIN:** 301199687

- **Sponsor Address:** 300 CONCORD PLAZA DRIVE, SAN ANTONIO, TX, 78216

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

- **Total Participants:** 39,507

- **Total Assets:** $262.0M

## 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|39,507|$262.0M|$10.9M|$21.1M|

| 2023|38,324|$235.8M|$4.3M|$17.6M|

| 2022|36,109|$215.0M|$3.8M|$16.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$1,114,693|—|$1,114,693|

| STRATEGIC ADVISORS, INC.|ADVISOR|$59,708|—|$59,708|

| BARNES & THORNBURG LLP|ATTORNEY/LEGAL|$39,045|—|$39,045|

| COOK STREET CONSULTING, INC|INVESTMENT ADVISOR|$30,750|—|$30,750|

| BKD, LLP|ACCOUNTANT/AUDITOR|$20,738|—|$20,738|

| MILLIMAN, INC.|INVESTMENT ADVISOR|$10,250|—|$10,250|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BARNES & THORNBURG LLP](https://planprovider.pro/provider/barnes-and-thornburg-llp) — ATTORNEY/LEGAL

- [COOK STREET CONSULTING, INC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [BKD, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,275,184

- **Estimated Expense Ratio:** 0.487% 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|$1,275,184|$59,708|$600|$20,738|—|

| 2023|$1,131,330|$101,125|—|$26,775|—|

| 2022|$874,754|$46,927|—|—|—|

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

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