# Osi Restaurant Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/osi-restaurant-partners-llc-401k-plan

> Osi Restaurant Partners, LLC's 401(k) plan: 4,894 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 4,894

- **Total Assets:** $194.9M

## 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|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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$131,724|—|$131,724|

| CAPFINANCIAL PARTNERS, LLC.|ACCOUNTANT/AUDITOR|$69,065|—|$69,065|

| STRATEGIC ADVISORS, INC.|ADVISOR|$31,277|—|$31,277|

| CBIZ CPAS P.C.|ACCOUNTANT/AUDITOR|$25,200|—|$25,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $257,266

- **Estimated Expense Ratio:** 0.132% 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|$260,068|$100,342|—|$28,002|—|

| 2023|$217,186|$62,532|$900|$25,200|—|

| 2022|$264,384|$215|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/osi-restaurant-partners-llc-401k-plan)

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