Plan Ledger DOL Form 5500 · updated monthly

Shakey's USA, Inc.401(k)

SHAKEY'S USA, INC. 401(K) SAVINGS PLAN · ALHAMBRA, CA · plan year 2022

Reported admin expense ratio · 2022
0.28%

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

Shakey's USA, Inc. reported $11,888 in plan administrative expenses for 2022: 0.28% of average plan assets, below the peer median. Employer contributions averaged $141 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,418th of 9,483), and the 1,034th of 2,240 in accommodation & food services. In 2022, employees put in $5.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,924,348
Participants with balances54
Active participants332
Employer contributions$46,730
Employee contributions$257,613
Employer contribution per active participant$141
Average account balance$72,673
Benefits paid to participants$93,364
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH+BROWN, PC
Administrative expenses, itemized · 2022
Investment management$1,017
Total administrative$11,888
The Shakey's USA, Inc. 401(k) match · 2022
Employer contribution per active participant$141
Median for plans this size$1,114

Shakey's USA, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,888 · 0.28%
Similar plansAccommodation & Food Services · California
Elpx LLC CA$4.3M · 0.79%
Crowne Plaza Foster City CA$4.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201942593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.