Retirement plan

SAM SATO'S, INC. 401(K) PROFIT SHARING PLAN (001)

Name: SAM SATO'S, INC. - SAM SATO'S, INC. 401(K) PROFIT SHARING PLAN (001) (2025) Form 5500
Creator: SAM SATO'S, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAM SATO'S, INC. 401(K) PROFIT SHARING PLAN (001), SAM SATO'S, INC.

SAM SATO'S, INC.EIN 99-0209433Plan #001PY 2025

1750 WILI PA LOOP - WAILUKU, HI 967931288808-244-7124LinkedIn11-50 employeesrestaurants

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+7.1% from 2024

Total participants

-4.8% from 2024

Average account balance

$99,784

+12.5% from 2024

Annual return

9.04%

-11.24 pp from 2024

Benchmarks

See 10,528 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort10,528 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.00M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

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

+9.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5150

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 codes2E2J3D

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.
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

$103K

$5723 / participant

Other / not subdivided$103K100.0%

% of EOY assets

5.162%

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

$99,784

$69,118+44.4%

$53,647+86.0%

$138,895-28.2%

Participation rate

100.0%

64.0%+36.0pp

56.3%+43.7pp

79.9%+20.1pp

Annual return

9.04%

248.26%-239.2pp

358.33%-349.3pp

145.39%-136.4pp

Employer contribution / active EE

$1,183

$1,189-0.5%

$962+23.0%

$4,194-71.8%

Participant deferral / active EE

$993

$2,274-56.3%

$1,813-45.2%

$6,396-84.5%

Admin fee / account holder

$5,150

$2,724+89.1%

$2,460+109.4%

$12,562-59.0%

SAM SATO'S, INC. 401(K) PROFIT SHARING PLAN (001)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAM SATO'S, INC. 401(K) PROFIT SHARING PLAN (001)

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