Plan Snapshot
- Plan Sponsor: Stonewall Road Restaurant Group, LLC
- Sponsor EIN: 815318645
- Sponsor Address: 4201 SPRING VALLEY ROAD, DALLAS, TX, 75244
- Plan Type: DC
- Total Participants: 868
- Total Assets: $717,549
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 868 | $717,549 | $0 | $197,964 |
| 2023 | 126 | $383,735 | $0 | $63,169 |
| 2022 | 456 | $307,798 | $0 | $66,430 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $30,667 | — | $30,667 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,667
- Estimated Expense Ratio: 4.274% 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 | $43,019 | — | $27,931 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $6,785 | $2,000 | $4,785 | — | — |