Plan Snapshot
- Plan Sponsor: Tgi Friday'S INC.
- Sponsor EIN: 132677117
- Sponsor Address: 19111 DALLAS PARKWAY, SUITE 165, DALLAS, TX, 75287
- Plan Type: 401(k)
- Total Participants: 1,336
- Total Assets: $52.3M
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 | 1,336 | $52.3M | $730,505 | $1.7M |
| 2023 | 3,189 | $55.3M | $1.1M | $2.2M |
| 2022 | 4,171 | $48.9M | $1.1M | $2.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $19,950 | — | $19,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,950
- Estimated Expense Ratio: 0.038% 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 | $150,540 | $50,329 | $80,261 | $19,950 | — |
| 2023 | $148,594 | $33,391 | $91,053 | $24,150 | — |
| 2022 | $130,714 | $46,874 | $67,091 | — | $16,749 |