Plan Snapshot
- Plan Sponsor: Fifth Group Restaurants, LLC
- Sponsor EIN: 010710216
- Sponsor Address: 235 PEACHTREE STREET NE SUITE 2300, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 261 | $8.0M | $170,340 | $772,690 |
| 2023 | 422 | $8.6M | $112,291 | $958,937 |
| 2022 | 368 | $6.8M | $59,941 | $708,813 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $30,825 | — | $30,825 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $18,696 | — | $18,696 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,597 | — | $5,597 |
| ADAMS BROWN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADAMS BROWN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,118
- Estimated Expense Ratio: 0.687% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $55,118 | $24,293 | — | — | — |
| 2023 | $50,883 | $21,018 | — | — | — |
| 2022 | $61,572 | — | $61,572 | — | — |