Plan Ledger DOL Form 5500 · updated monthly

Rbd California Restaurants LTD401(k)

RBD CALIFORNIA RESTAURANTS LIMITED 401(K) AND PROFIT SHARIN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
3.43%

Rbd California Restaurants LTD reported $59,076 in plan administrative expenses for 2024: 3.43% of average plan assets, higher than ~90% of peers. 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 1.72% to 3.43%. 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 (8,319th of 9,483), and 1,452nd of 2,240 in accommodation & food services. active participation has grown from 711 to 819 since 2022.

Plan summary
Net assets, end of year$1,977,186
Participants with balances731
Active participants819
Employer contributions—
Employee contributions$554,921
Employer contribution per active participant—
Average account balance$2,705
Benefits paid to participants$169,041
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 731 accts
2023$1.5M · 129 accts
2022$1.0M · 108 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,815
Investment management$9,261
Total administrative$59,076
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$49,815
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$9,260

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

Recordkeeper by year2
2024ADP, PENSIONMARK FINANCIAL GROUP, LLC
2023ADP, PENSIONMARK FINANCIAL GROUP, LLC

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Administrative cost history3
2024$59,076 · 3.43%
2023$23,771 · 1.91%
2022$19,126 · 1.72%
Same employer
Similar plansAccommodation & Food Services · California
L.A. Koreana, Inc. CA$2.1M · 0.58%
Gott's Partners, LP CA$2.1M · 0.68%
Mjsc Holdings, LLC CA$2.1M · 1.10%
Garten Wellbeing, Pbc CA$2.1M · 1.34%
Excel Hotel Group, Inc. CA$1.9M · 0.16%
Akash Management LLC CA$1.9M · 0.25%
Martin Resorts, Inc. CA$1.9M · 0.08%
C&R Restaurant Group, LP CA$1.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844040371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.