Plan Ledger DOL Form 5500 · updated monthly

So-Cal Boys Restaurant Group Inc401(k)

SO-CAL BOYS RESTAURANT GROUP INC.-401K · CHINO HILLS, CA · plan year 2025

Reported admin expense ratio · 2025
1.54%

So-Cal Boys Restaurant Group Inc reported $18,814 in plan administrative expenses for 2025: 1.54% 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 1.41% to 1.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (8,555th of 9,483), and 1,578th of 2,240 in accommodation & food services. active participation has grown from 162 to 249 since 2023.

Plan summary
Net assets, end of year$1,472,466
Participants with balances263
Active participants249
Employer contributions—
Employee contributions$415,338
Employer contribution per active participant—
Average account balance$5,599
Benefits paid to participants$111,667
Plan auditUnmodified (clean) audit opinion
AuditorBD & ASSOCIATES CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2025$1.5M · 263 accts
2024$968K · 239 accts
2023$587K · 167 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,271
Investment management$14,543
Total administrative$18,814
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
AMERITAS ADVISORY SERVICES, LLC · Recordkeeping · Trustee$9,293
ADP, INC. · Recordkeeping · Loan processing$4,271

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

Recordkeeper by year3
2025ADP, Ameritas
2024ADP
2023ADP

This plan has changed recordkeepers within these filings. If you left So-Cal Boys Restaurant Group Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$18,814 · 1.54%
2024$13,062 · 1.68%
2023$6,155 · 1.41%
Similar plansAccommodation & Food Services · California
Hardage Hospitality, LLC CA$1.6M · 0.72%
Colmax LLC CA$1.4M · 1.38%
Megali Souvla, Inc. CA$1.3M · 0.02%
First Light Resorts, LLC CA$1.3M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 208899987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.