Plan Snapshot
- Plan Sponsor: Millennial Restaurant Group, LLC
- Sponsor EIN: 463468053
- Sponsor Address: 10350 ORMSBY PARK PLACE SUITE 202, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $2.3M
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 | 426 | $2.3M | $88,117 | $223,715 |
| 2023 | 263 | $1.9M | $97,122 | $242,197 |
| 2022 | 284 | $1.5M | $91,257 | $223,013 |
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 |
|---|---|---|---|---|
| MONROE SHINE & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SHINE & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,605 | $431 | $915 | — | — |
| 2023 | $25,650 | $331 | $1,100 | — | — |
| 2022 | $37,925 | $1,385 | $36,176 | — | $364 |