Back to filter
Original filing (PDF)20250604143311NAL0011333889001
SDC RESTAURANTS, LLC
Form 5500-SF
FILING_RECEIVED
SDC RESTAURANTS, LLC 401(K)
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
390
Accounts w/ balance
69
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDC RESTAURANTS, LLC.
Plan sponsor
Name
SDC RESTAURANTS, LLC
EIN
87-4729780
Address
137 S LAS POSAS ROAD · STE 252 · SAN MARCOS, CA · 92078
Phone
(760) 471-2494
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
2025-06-04
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
PREISS ENTERPRISES, INC.
MCDONALDS 401(K) PLAN
$3.7M · 94 participants
L.C.L. FOOD SERVICES, INC.
L.C.L. FOOD SERVICES, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 62 participants
SOMETHING NATURAL
SOMETHING NATURAL PROFIT SHARING PLAN
$3.7M · 9 participants
JFE FRANCHISING, INC.
SNOWFOX 401(K) PROFIT SHARING PLAN
$3.7M · 155 participants
MCGANN CORPORATION
ARBYS OF SPOKANE 401K PLAN
$3.8M · 72 participants
BEATON, INC.
BEATON, INC. 401(K) PLAN
$3.8M · 226 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B