Plan Ledger DOL Form 5500 · updated monthly

Sizzler USA Restaurants, Inc.401(k)

WORLDWIDE RESTAURANT CONCEPTS · MISSION VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Sizzler USA Restaurants, Inc. reported $19,068 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% 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 3 years on file its reported administrative ratio has held roughly steady near 0.20%. 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 (5,553rd of 9,483), and the 575th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$9,662,507
Participants with balances608
Active participants444
Employer contributions—
Employee contributions$466,449
Employer contribution per active participant—
Average account balance$15,892
Benefits paid to participants$1,002,244
Plan auditUnmodified (clean) audit opinion
AuditorGRIGORIAN & ASSOCIATES INC
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 608 accts
2023$8.9M · 498 accts
2022$7.6M · 495 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,562
Investment management$17,506
Total administrative$19,068
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 · 20243
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$17,506
ADP, INC. · Loan processing · Recordkeeping$1,562
ADP BROKER-DEALERindirect comp

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$19,068 · 0.20%
2023$17,042 · 0.21%
2022$17,804 · 0.21%
Similar plansAccommodation & Food Services · California
Yoshinoya America, Inc. CA$9.7M · 0.29%
Roosevelt Hotel LLC CA$9.6M · 0.37%
Lazy Dog Restaurants, LLC CA$9.3M · 0.54%
Rubio's Restaurant, Inc. CA$9.3M · 0.14%
Good Hope International CA$9.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952548114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.