Plan Snapshot
- Plan Sponsor: Tavistock Restaurants Group, LLC
- Sponsor EIN: 454725801
- Sponsor Address: 6900 TAVISTOCK LAKES BLVD., ORLANDO, FL, 32827
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 1,524 | $10.0M | $2,877 | $3.3M |
| 2023 | 2,311 | $8.2M | $374 | $2.8M |
| 2022 | 1,302 | $5.1M | $0 | $944,579 |
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 | $126,845 | — | $126,845 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $15,000 | — | $15,000 |
| PENSION ASSURANCE | Auditor | $12,600 | — | $12,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- PENSION ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,445
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 | $903,046 | $11,250 | — | — | — |
| 2024 | $154,445 | $15,000 | — | $12,600 | — |
| 2023 | $83,459 | $15,000 | — | — | — |
| 2022 | $67,397 | — | — | — | — |