Retirement plan

KEN'S JAPANESE RESTAURANT 401(K) PLAN

Name: KEN'S JAPANESE RESTAURANT - KEN'S JAPANESE RESTAURANT 401(K) PLAN (2025) Form 5500
Creator: KEN'S JAPANESE RESTAURANT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEN'S JAPANESE RESTAURANT 401(K) PLAN, KEN'S JAPANESE RESTAURANT

KEN'S JAPANESE RESTAURANTEIN 33-0343749Plan #001PY 2025

10006 FOOTHILL BLVD. - RANCHO CUCAMONGA, CA 91730909-989-3019kensjapanese.comLinkedIn11-50 employeesrestaurants

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+14.7% from 2024

Total participants

+11.1% from 2024

Average account balance

$75,422

+8.6% from 2024

Annual return

24.41%

+22.46 pp from 2024

Benchmarks

See 2,905 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort2,905 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.43M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$75K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

316.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7608

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$145K

$24092 / participant

Other / not subdivided$145K100.0%

% of EOY assets

10.087%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,422

$174,018-56.7%

$136,833-44.9%

$198,609-62.0%

Participation rate

83.3%

65.1%+18.2pp

59.0%+24.3pp

82.4%+1.0pp

Annual return

24.41%

35.16%-10.8pp

35.32%-10.9pp

202.70%-178.3pp

Employer contribution / active EE

$474

$1,571-69.9%

$1,319-64.1%

$5,055-90.6%

Participant deferral / active EE

$3,333

$2,873+16.0%

$2,441+36.6%

$6,977-52.2%

Admin fee / account holder

$7,608

$5,434+40.0%

$4,706+61.7%

$19,030-60.0%

KEN'S JAPANESE RESTAURANT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEN'S JAPANESE RESTAURANT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion