Plan Ledger DOL Form 5500 · updated monthly

W.K.S. Restaurant Corporation401(k)

W.K.S. RESTAURANT GROUP 401(K) PLAN · CYPRESS, CA · plan year 2025

Reported admin expense ratio · 2025
0.43%

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

W.K.S. Restaurant Corporation reported $103,822 in plan administrative expenses for 2025: 0.43% of average plan assets, above the peer median. Employer contributions averaged $204 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 3 years on file its reported administrative ratio fell from 0.60% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,961st-largest of 9,483 plans among California employers on file, and the 238th of 2,240 in accommodation & food services. In 2025, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 4,425 to 5,153 since 2022.

Plan summary
Net assets, end of year$26,397,422
Participants with balances559
Active participants5,153
Employer contributions$1,050,183
Employee contributions$1,894,285
Employer contribution per active participant$204
Average account balance$47,223
Benefits paid to participants$2,230,132
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.4M · 559 accts · $1.1M emplr
2024$22.2M · 562 accts · $1.0M emplr
2023$17.5M · 527 accts · $920K emplr
2022$13.6M · 542 accts · $913K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$79,718
Investment management$10,604
Audit (IQPA)$13,500
Total administrative$103,822
The W.K.S. Restaurant Corporation 401(k) match · 2025
Employer contribution per active participant$204
Median for plans this size$2,666
2025$204 per active participant
2024$203 per active participant
2023$201 per active participant
2022$206 per active participant

W.K.S. Restaurant Corporation's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$79,718
HOLTHOUSE CARLIN & VAN TRIGHT, LLP · Accounting / audit$13,500
CHARLES SCHWAB TRUST COMPANY · Investment management$10,604

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

Recordkeeper by year3
2025TRI-AD ACTUARIES, INC.
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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Administrative cost history4
2025$103,822 · 0.43%
2024$104,423 · 0.53%
2023$110,938 · 0.71%
2022$85,773 · 0.60%
Same employer
Similar plansAccommodation & Food Services · California
Ito, Inc. CA$27.8M · 0.16%
Catalina Island Company CA$27.3M · 0.43%
Ols Hotels & Resorts, LLC CA$26.5M · 0.62%
Ayres Management L.P. CA$22.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330257012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.