Retirement plan

MR. CHAU'S RESTAURANT, INC. RETIREMENT PLAN

Name: MR. CHAU'S RESTAURANT, INC. - MR. CHAU'S RESTAURANT, INC. RETIREMENT PLAN (2025) Form 5500
Creator: MR. CHAU'S RESTAURANT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MR. CHAU'S RESTAURANT, INC. RETIREMENT PLAN, MR. CHAU'S RESTAURANT, INC.

MR. CHAU'S RESTAURANT, INC.EIN 91-1907048Plan #001PY 2025

338 S. MAIN ST. - MILPITAS, CA 95035408-879-9215LinkedIn11-50 employeesrestaurants

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$300K

+39.7% from 2024

Total participants

-5.0% from 2024

Average account balance

$50,034

+39.7% from 2024

Annual return

17.04%

+5.14 pp from 2024

Benchmarks

See 6,292 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,292 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$300K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

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

+17.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$115

$6 / participant

Other / not subdivided$115100.0%

% of EOY assets

0.038%

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

$50,034

$94,439-47.0%

$73,658-32.1%

$154,746-67.7%

Participation rate

27.8%

64.7%-36.9pp

57.0%-29.3pp

80.7%-52.9pp

Annual return

17.04%

28.25%-11.2pp

29.72%-12.7pp

172.34%-155.3pp

Employer contribution / active EE

$780

$1,257-38.0%

$1,032-24.4%

$4,379-82.2%

Participant deferral / active EE

$1,926

$2,527-23.8%

$2,062-6.6%

$6,730-71.4%

Admin fee / account holder

$19

$3,843-99.5%

$3,357-99.4%

$14,365-99.9%

MR. CHAU'S RESTAURANT, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MR. CHAU'S RESTAURANT, INC. RETIREMENT 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