Plan Snapshot
- Plan Sponsor: Osi Restaurant Partners, LLC
- Sponsor EIN: 593061413
- Sponsor Address: 2202 NORTH WEST SHORE BLVD., TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 6,259
- Total Assets: $224.1M
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. |
|---|---|---|---|---|
| 2025 | 6,259 | $224.1M | $0 | $0 |
| 2024 | 4,894 | $194.9M | $5.7M | $11.7M |
| 2023 | 4,786 | $176.9M | $5.6M | $11.1M |
| 2022 | 4,509 | $152.0M | $5.5M | $11.5M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | Auditor | $53,887 | — | $53,887 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $52,651 | — | $52,651 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $47,028 | — | $47,028 |
| CBIZ CPAS P.C. | Auditor | $27,563 | — | $27,563 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $181,129
- Estimated Expense Ratio: 0.081% 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 |
|---|---|---|---|---|---|
| 2025 | $23,484,904 | $100,914 | $1,200 | $54,235 | — |
| 2024 | $260,068 | $100,342 | — | $28,002 | — |
| 2023 | $217,186 | $62,532 | $900 | $25,200 | — |
| 2022 | $264,384 | $215 | — | — | — |