Retirement plan

CLAUDINE KITCHEN & BAKESHOP 401(K) PLAN

Name: 818 RESTAURANT VENTURES, LLC - CLAUDINE KITCHEN & BAKESHOP 401(K) PLAN (2025) Form 5500
Creator: 818 RESTAURANT VENTURES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLAUDINE KITCHEN & BAKESHOP 401(K) PLAN, 818 RESTAURANT VENTURES, LLC

818 RESTAURANT VENTURES, LLCEIN 36-4816656Plan #001PY 2025

16350 VENTURA BLVD, SUITE F - ENCINO, CA 91436818-616-3838

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$51K

+108.2% from 2024

Total participants

+92.3% from 2024

Average account balance

$7,267

-10.8% from 2024

Annual return

23.69%

+13.78 pp from 2024

Benchmarks

See 5,656 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort5,656 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

9.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$275

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

+23.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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 codes2F2G2H2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$589

$8 / participant

Other / not subdivided$589100.0%

% of EOY assets

1.158%

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

$7,267

$29,319-75.2%

$52,425-86.1%

$82,448-91.2%

Participation rate

9.3%

46.9%-37.5pp

55.6%-46.3pp

68.1%-58.7pp

Annual return

23.69%

535.20%-511.5pp

302.12%-278.4pp

41.64%-18.0pp

Employer contribution / active EE

$120

$586-79.5%

$914-86.9%

$2,551-95.3%

Participant deferral / active EE

$155

$1,171-86.8%

$1,790-91.3%

$4,139-96.3%

Admin fee / account holder

$84

$1,962-95.7%

$2,495-96.6%

$7,234-98.8%

CLAUDINE KITCHEN & BAKESHOP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLAUDINE KITCHEN & BAKESHOP 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