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Original filing (PDF)20251015160810NAL0005080721001
BOILING CRAB RESTAURANT GROUP, LLC DBA THE BOILING CRAB
Form 5500
FILING_RECEIVED
THE BOILING CRAB 401(K) PLAN
401(k) retirement plan
Active participants
1,000
Accounts w/ balance
154
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOILING CRAB RESTAURANT GROUP, LLC DBA THE BOILING CRAB.
Plan sponsor
Name
BOILING CRAB RESTAURANT GROUP, LLC DBA THE BOILING CRAB
EIN
38-3884294
Address
5811 MCFADDEN AVE · HUNTINGTON BEACH, CA · 92569
Phone
(714) 554-6181
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ CASSIDY, AN ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLWORTH FINANCIAL | 68-0372662 | — | ADVISOR | $18K | — |
Investments
22 direct securities· $7.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $1.7M | 23.1% | |
| Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $1.5M | 20.4% | |
| Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $1.3M | 17.0% | |
| Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $880K | 11.6% | |
| Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $487K | 6.4% | |
| Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $326K | 4.3% | |
| Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $318K | 4.2% | |
| Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $205K | 2.7% | |
| Fidelity 500 Index Fund | — | — | — | $140K | 1.8% | |
| Participant Notes receivable from participants - Maturities through 2030, interest ranges from 4.75% to 8.5% | — | — | — | $96K | 1.3% | |
| Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $87K | 1.1% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $47K | 0.6% | |
| Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $36K | 0.5% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $9K | 0.1% | |
| American Funds American Funds American Mutual Fund Class R-6 | — | — | — | $7K | <0.1% | |
| JPMorgan Government Bond Fund Class R6 | — | — | — | $5K | <0.1% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $5K | <0.1% | |
| Columbia Emerging Markets Fund I3 | — | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4K | <0.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $3K | <0.1% | |
| Fidelity Total Bond K6 Fund | — | — | — | $2K | <0.1% | |
| Fidelity International Capital Appreciate K6 Fund | — | — | — | $2K | <0.1% |
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