Retirement plan

HARBOR CAFE 401(K) PLAN

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

HARBOR CAFE'EIN 85-4072417Plan #001PY 2025

340 S PIER DRIVE - SHEBOYGEN FALLS, WI 53081920-917-9113

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$30K

No prior year

Total participants

No prior year

Average account balance

$15,243

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 12,498 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort12,498 peers

Snapshot2025

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

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

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 codes2E2J2F2G3D

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.

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

$705

$353 / participant

Other / not subdivided$705100.0%

% of EOY assets

2.313%

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

$15,243

$67,823-77.5%

$52,425-70.9%

$137,256-88.9%

Participation rate

100.0%

63.9%+36.1pp

55.6%+44.4pp

80.0%+20.0pp

Annual return

0.00%

219.11%-219.1pp

302.12%-302.1pp

220.34%-220.3pp

Employer contribution / active EE

$750

$1,163-35.6%

$914-18.0%

$4,156-82.0%

Participant deferral / active EE

$12,287

$2,288+437.0%

$1,790+586.3%

$6,407+91.8%

Admin fee / account holder

$353

$2,844-87.6%

$2,495-85.9%

$12,270-97.1%

HARBOR CAFE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARBOR CAFE 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