Plan Snapshot
- Plan Sponsor: Winking Lizard Tavern, INC.
- Sponsor EIN: 341675347
- Sponsor Address: 25380 MILES ROAD, BEDFORD HEIGHTS, OH, 44146
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 545 | $9.2M | $86,262 | $934,301 |
| 2023 | 492 | $8.0M | $85,393 | $911,570 |
| 2022 | 514 | $6.7M | $50,681 | $568,730 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $84,209 | — | $45,748 | — | — |
| 2023 | $60,618 | — | $60,618 | — | — |
| 2022 | $53,334 | — | $53,334 | — | — |