Retirement plan

TAQUERIA LOS GALLOS EXPRESS 401(K) PLAN

Name: TAQUERIA LOS GALLOS EXPRESS 2, INC. - TAQUERIA LOS GALLOS EXPRESS 401(K) PLAN (2025) Form 5500
Creator: TAQUERIA LOS GALLOS EXPRESS 2, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAQUERIA LOS GALLOS EXPRESS 401(K) PLAN, TAQUERIA LOS GALLOS EXPRESS 2, INC.

TAQUERIA LOS GALLOS EXPRESS 2, INC.EIN 90-0847856Plan #001PY 2025

3720 SAN MICHELE DR. - CONCORD, CA 94520925-383-0777taquerialosgallosexpress.comLinkedIn1-10 employeesrestaurants

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$1.2M

+14.9% from 2024

Total participants

-12.5% from 2024

Average account balance

$171,167

-17.9% from 2024

Annual return

8.24%

-1.35 pp from 2024

Benchmarks

See 4,484 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,484 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

20.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+8.24%

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 codes2F2G2J2T3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$591

$17 / participant

Other / not subdivided$591100.0%

% of EOY assets

0.049%

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

$171,167

$28,624+498.0%

$53,647+219.1%

$82,637+107.1%

Participation rate

20.0%

47.3%-27.3pp

56.3%-36.3pp

68.1%-48.1pp

Annual return

8.24%

664.98%-656.7pp

358.33%-350.1pp

53.51%-45.3pp

Employer contribution / active EE

$775

$637+21.7%

$962-19.5%

$2,552-69.6%

Participant deferral / active EE

$1,223

$1,196+2.3%

$1,813-32.5%

$4,126-70.4%

Admin fee / account holder

$84

$2,022-95.8%

$2,460-96.6%

$7,339-98.8%

TAQUERIA LOS GALLOS EXPRESS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAQUERIA LOS GALLOS EXPRESS 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