Plan Snapshot
- Plan Sponsor: Restaurant Growth Services, LLC
- Sponsor EIN: 371689186
- Sponsor Address: 3038 SIDCO DRIVE, NASHVILLE, TN, 37204
- Plan Type: 401(k)
- Total Participants: 5,690
- Total Assets: $78.0M
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 | 5,690 | $78.0M | $182,086 | $2.3M |
| 2023 | 5,938 | $76.4M | $428,246 | $2.6M |
| 2022 | 6,650 | $71.3M | $454,554 | $2.9M |
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 |
|---|---|---|---|---|
| CROSSLIN,PLLC | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.017% 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 | $369,721 | $114,812 | — | $13,500 | — |
| 2023 | $336,402 | $82,751 | — | $12,662 | — |
| 2022 | $436,780 | — | — | — | — |