Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHATTANOOGA RESTAURANT SUPPLY CORPORATION

Name: CHATTANOOGA RESTAURANT SUPPLY CORPORATION - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHATTANOOGA RESTAURANT SUPPLY CORPORATION (2025) Form 5500
Creator: CHATTANOOGA RESTAURANT SUPPLY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHATTANOOGA RESTAURANT SUPPLY CORPORATION, CHATTANOOGA RESTAURANT SUPPLY CORPORATION

CHATTANOOGA RESTAURANT SUPPLY CORPORATIONEIN 62-0456330Plan #002PY 2025

822 E 11TH ST - CHATTANOOGA, TN 374033201423-266-8181chattrestsupply.comLinkedIn11-50 employees

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$553K

-0.8% from 2024

Total participants

0.0% from 2024

Average account balance

$29,091

-0.8% from 2024

Annual return

10.60%

-4.04 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$553K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5504

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$105K

$6972 / participant

Other / not subdivided$105K100.0%

% of EOY assets

18.921%

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

$29,091

$184,014-84.2%

$161,149-81.9%

$138,895-79.1%

Participation rate

93.3%

82.1%+11.3pp

78.8%+14.5pp

79.9%+13.4pp

Annual return

10.60%

21.52%-10.9pp

21.16%-10.6pp

145.39%-134.8pp

Employer contribution / active EE

$2,000

$5,055-60.4%

$4,360-54.1%

$4,194-52.3%

Participant deferral / active EE

$721

$6,909-89.6%

$6,153-88.3%

$6,396-88.7%

Admin fee / account holder

$5,504

$18,027-69.5%

$15,194-63.8%

$12,562-56.2%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHATTANOOGA RESTAURANT SUPPLY CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHATTANOOGA RESTAURANT SUPPLY CORPORATION

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