Whataburger 401(k) Savings Plan
Sponsored by Whataburger Restaurants Llc · EIN 301199687 · Plan #001
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 39,507
- With balances
- 9,665
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,114,693 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $59,708 |
| Barnes & Thornburg Llp | Consulting (general) | $39,045 |
| Cook Street Consulting, Inc | Investment advisory (plan) | $30,750 |
| Bkd, Llp | Accounting | $20,738 |
| Milliman, Inc. | Investment advisory (plan) | $10,250 |