How big is Schwab Dinner Partnership's plan?

Schwab Dinner Partnership's plan reported $480K in assets and 3 participants for 2025.

Original filing (PDF)20260406220128NAL0004589859086

Schwab Dinner Partnership

Name: Schwab Dinner Partnership — Company KD LLC 401(k), Form 5500 (2025)
Creator: Schwab Dinner Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Company KD LLC 401(k) Plan

401(k) retirement plan · Schwab Dinner Partnership's Company KD LLC 401(k) Plan held $480K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

People on this filing

Elantha Barry signed Schwab Dinner Partnership's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schwab Dinner Partnership's EIN is 45-4735570.

EIN 45-4735570

Plan number 001

Plan year 2025

ACK ID 20260406220128NAL0004589859086

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schwab Dinner Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schwab Dinner Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHWAB DINNER PARTNERSHIP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SCHWAB DINNER PARTNERSHIP

EIN

all filings

Address

605 OGDEN STREET · DENVER, CO · 80218

Phone

(303) 355-1840

Industry

Accommodation & Food Services

Plan administrator