Original filing (PDF)20250714101043NAL0001495504001

SERJ DRIVE-IN KANSAS, LLC DBA SONIC DRIVE-IN

Name: SERJ DRIVE-IN KANSAS, LLC DBA SONIC DRIVE-IN — SDI KS 401(K) PLAN, Form 5500 (2024)
Creator: SERJ DRIVE-IN KANSAS, LLC DBA SONIC DRIVE-IN

Form 5500-SF

FILING_RECEIVED

SDI KS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERJ DRIVE-IN KANSAS, LLC DBA SONIC DRIVE-IN.

Plan sponsor

Name

SERJ DRIVE-IN KANSAS, LLC DBA SONIC DRIVE-IN

EIN

87-1021451

Address

1500 E. KATELLA AVE., SUITE 5 · ORANGE, CA · 92867

Phone

(657) 223-9133

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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