Retirement plan

RBD CALIFORNIA RESTAURANTS LIMITED 401(K) AND PROFIT SHARING PLAN

Name: RBD CALIFORNIA RESTAURANTS LIMITED - RBD CALIFORNIA RESTAURANTS LIMITED 401(K) AND PROFIT SHARING PLAN (2020) Form 5500
Creator: RBD CALIFORNIA RESTAURANTS LIMITED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RBD CALIFORNIA RESTAURANTS LIMITED 401(K) AND PROFIT SHARING PLAN, RBD CALIFORNIA RESTAURANTS LIMITED

RBD CALIFORNIA RESTAURANTS LIMITEDEIN 84-4040371Plan #001PY 2020

1990 S BUNDY DR, SUITE 250 - LOS ANGELES, CA 90025310-820-7720

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$374K

No prior year

Total participants

251

No prior year

Average account balance

$21,991

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 690 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort690 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$3K

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.

731

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.

77.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$555K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$678

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

+8.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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

1 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 codes2E2J2F2G3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$838

$3 / participant

Other / not subdivided$838100.0%

% of EOY assets

0.224%

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

$21,991

$29,369-25.1%

$77,513-71.6%

$73,412-70.0%

Participation rate

6.8%

37.9%-31.2pp

54.2%-47.4pp

72.2%-65.4pp

Annual return

0.00%

358.15%-358.1pp

54.81%-54.8pp

59.30%-59.3pp

Employer contribution / active EE

$406-100.0%

$987-100.0%

$2,234-100.0%

Participant deferral / active EE

$179

$941-81.0%

$1,861-90.4%

$3,806-95.3%

Admin fee / account holder

$49

$123-59.8%

$2,859-98.3%

$158-68.8%

RBD CALIFORNIA RESTAURANTS LIMITED 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RBD CALIFORNIA RESTAURANTS LIMITED 401(K) AND PROFIT SHARING 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