Plan Snapshot
- Plan Sponsor: Ruth'S Hospitality Group, INC.
- Sponsor EIN: 721060618
- Sponsor Address: 1030 W. CANTON AVE., WINTER PARK, FL, 32789
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $1.6M | $4.1M |
| 2022 | 4,533 | $45.1M | $1.9M | $4.2M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT | INVESTMENT ADVISOR | $32,482 | — | $32,482 |
| REHMANN ROBSONLLC | Auditor | $16,500 | — | $16,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,839 | — | $14,839 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,821
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 |
|---|---|---|---|---|---|
| 2023 | $345,719 | $86,731 | — | $16,500 | — |
| 2022 | $47,321 | — | — | — | — |