Plan Snapshot
- Plan Sponsor: Link Restaurant Group LLC
- Sponsor EIN: 263553309
- Sponsor Address: 930 TCHOUPITOULAS ST, NEW ORLEANS, LA, 701303713
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 208 | $4.9M | $261,996 | $412,034 |
| 2023 | 185 | $4.2M | $244,541 | $389,598 |
| 2022 | 157 | $4.2M | $193,117 | $293,252 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $38,012 | — | $38,012 |
| WELLS FARGO CLEARING SERVICES LLC | Investment Advisor | — | $11,539 | $11,539 |
| THE HASLAUER GROUP, INC. | Recordkeeper | $9,039 | $27 | $9,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,617
- Estimated Expense Ratio: 1.184% 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 | $47,050 | — | $47,050 | — | — |
| 2023 | $49,210 | — | $49,210 | — | — |
| 2022 | $32,288 | — | $32,288 | — | — |