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Original filing (PDF)20251013100947NAL0001671872001
FIFTH GROUP RESTAURANTS, LLC
Form 5500
FILING_RECEIVED
FIFTH GROUP RESTAURANTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
261
Accounts w/ balance
348
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Balanced Fund Value of Int in Regist Invest Co." is 43% of plan.
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIFTH GROUP RESTAURANTS, LLC.
Plan sponsor
Name
FIFTH GROUP RESTAURANTS, LLC
EIN
01-0710216
Address
235 PEACHTREE STREET NE SUITE 2300 · ATLANTA, GA · 30303
Phone
(678) 302-3244
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ADAMS BROWN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
28 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund Value of Int in Regist Invest Co. | — | — | — | $3.5M | 43.5% | |
| Fidelity 500 Index Fund Value of Int in Regist Invest Co. | — | — | — | $1.6M | 20.0% | |
| JPMorgan Large Cap Growth Fund Value of Int in Regist Invest Co. | — | — | — | $420K | 5.2% | |
| PGIM Jennison International Opps Fund Value of Int in Regist Invest Co. | — | — | — | $308K | 3.8% | |
| JPMorgan Equity Income Fund Value of Int in Regist Invest Co. | — | — | — | $292K | 3.6% | |
| Loomis Sayles Core Plus Bond Fund Value of Int in Regist Invest Co. | — | — | — | $198K | 2.5% | |
| Mass Mutual Small Cap Opps Fund Value of Int in Regist Invest Co. | — | — | — | $157K | 2.0% | |
| EI Fixed Account Guaranteed Investment Contract | — | — | — | $138K | 1.7% | |
| Fidelity International Index Fund Value of Int in Regist Invest Co. | — | — | — | $119K | 1.5% | |
| Notes Receivable From Participants 3.25% - 8.50% Loans | — | — | — | $117K | 1.5% | |
| PARTICIPANT LOANS VARIOUS | — | — | $117K | $117K | 1.5% | |
| JPMorgan Mid Cap Growth Fund Value of Int in Regist Invest Co. | — | — | — | $116K | 1.5% | |
| American Funds 2055 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $116K | 1.4% | |
| American Funds 2060 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $115K | 1.4% | |
| MFS Mid Cap Value Fund Value of Int in Regist Invest Co. | — | — | — | $99K | 1.2% | |
| American Funds 2050 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $92K | 1.1% | |
| Fidelity Inflation Protected Bond Index Fund Value of Int in Regist Invest Co. | — | — | — | $91K | 1.1% | |
| American Funds 2065 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $90K | 1.1% | |
| American Funds 2030 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $85K | 1.1% | |
| American Funds 2035 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $77K | 1.0% | |
| Fidelity Mid Cap Index Fund Value of Int in Regist Invest Co. | — | — | — | $68K | 0.8% | |
| American Funds 2040 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $67K | 0.8% | |
| T. Rowe Price Global Stock Fund Value of Int in Regist Invest Co. | — | — | — | $40K | 0.5% | |
| American Funds 2045 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $29K | 0.4% | |
| American Funds 2025 Trgt Date Fund Value of Int in Regist Invest Co. | — | — | — | $27K | 0.3% | |
| American Century Small Cap Growth Fund Value of Int in Regist Invest Co. | — | — | — | $26K | 0.3% | |
| DFA Real Estate Securities Fund Value of Int in Regist Invest Co. | — | — | — | $25K | 0.3% | |
| Franklin Small Cap Value Fund Value of Int in Regist Invest Co. | — | — | — | $14K | 0.2% |
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