Plan Snapshot
- Plan Sponsor: Whole Enchilada INC, Dba Big Burrito Restaurant Gr
- Sponsor EIN: 232911889
- Sponsor Address: 5740 BAUM BLVD, 2ND FL, PITTSBURGH, PA, 15206
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $8.7M
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 | 409 | $8.7M | $75,123 | $583,292 |
| 2023 | 378 | $7.1M | $68,296 | $537,140 |
| 2022 | 328 | $5.7M | $60,634 | $506,341 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $29,579 | — | $29,579 |
| STELMACK DOBRANSKY & EANNANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STELMACK DOBRANSKY & EANNANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,579
- Estimated Expense Ratio: 0.340% 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 | $31,335 | $29,579 | — | — | — |
| 2023 | $25,026 | $23,876 | — | — | — |
| 2022 | $25,737 | — | — | — | — |