Plan Ledger DOL Form 5500 · updated monthly

California Fish Grill, LLC401(k)

CALIFORNIA FISH GRILL, LLC 401(K) PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.90%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

California Fish Grill, LLC reported $35,994 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $244 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.46% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (6,968th of 9,483), and the 874th of 2,240 in accommodation & food services. In 2024, employees put in $5.56 for every $1.00 the employer contributed; active participation has grown from 536 to 780 since 2022.

Plan summary
Net assets, end of year$5,110,309
Participants with balances900
Active participants780
Employer contributions$189,963
Employee contributions$1,056,176
Employer contribution per active participant$244
Average account balance$5,678
Benefits paid to participants$319,583
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 900 accts · $190K emplr
2023$2.9M · 656 accts · $139K emplr
2022$1.7M · 556 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,725
Investment management$17,654
Total administrative$35,994
The California Fish Grill, LLC 401(k) match · 2024
Employer contribution per active participant$244
Median for plans this size$1,313
2024$244 per active participant
2023$225 per active participant
2022$258 per active participant

California Fish Grill, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MMA SECURITIES LLC · Investment advisory (plan)$14,947
TROMBINO PENSION ADMINISTRATORS INC · Other services$5,615
EMPOWER ADVISORY GROUP LLC · Investment management$2,706

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$35,994 · 0.90%
2023$15,157 · 0.67%
2022$6,501 · 0.46%
Same employer
Similar plansAccommodation & Food Services · California
Blaze Pizza, LLC CA$5.2M · 0.02%
The Brigantine, Inc. CA$5.2M · 0.69%
Mina Group LLC CA$4.9M · 0.10%
Zume, Inc. CA$4.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463850234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.