Winking Lizard Tavern 401(k) match, vesting and fees
What Winking Lizard Tavern's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus | Schedule C ↗ |
| Independent auditor | Cbiz Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 166 defined-contribution plans in accommodation and food services with 500 to 999 participants.
| Winking Lizard Tavern: employer contribution per participant | $129 | |
| Peer median | $803 |
| Winking Lizard Tavern: average balance | $13,741 | |
| Peer median | $25,426 |
| Winking Lizard Tavern: admin expenses ÷ assets | 0.98% | |
| Peer median | 0.56% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.5M at the end of plan year 2021 to $9.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 747 | $9.2M | $86K | $129 | 0.98% | Not published | Form 5500 ↗ |
| 2023 | 688 | $8M | $85K | $138 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 689 | $6.7M | $51K | $86 | 0.70% | Not published | Form 5500 ↗ |
| 2021 | 725 | $8.5M | $53K | $92 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does Winking Lizard Tavern match 401(k) contributions?
The match terms for the Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $86K in employer contributions, about $129 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Winking Lizard Tavern 401(k) match vested?
The vesting schedule for the Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Winking Lizard Tavern 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus. The plan administrator is Winking Lizard Tavern, Inc..
I left Winking Lizard Tavern. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Winking Lizard Tavern, Inc., (216) 831-0505) or the recordkeeper, Ascensus. The Winking Lizard Tavern old 401(k) page lists the contacts from every plan filing. Find an old Winking Lizard Tavern 401(k)
Data from the public Form 5500 annual reports Winking Lizard Tavern filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Winking Lizard Tavern. Not financial advice. Report a correction · Methodology