Back to filter
Original filing (PDF)20251015232543NAL0005739025001
BEN'S RESTAURANT GROUP, INC
Form 5500
FILING_RECEIVED
BEN'S RESTAURANT GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
168
Accounts w/ balance
122
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEN'S RESTAURANT GROUP, INC.
Plan sponsor
Name
BEN'S RESTAURANT GROUP, INC
EIN
11-3412619
Address
209 WEST 38TH STREET · NEW YORK, NY · 10018
Phone
(516) 933-9200
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $15K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $128 | — |
Investments
1 pooled fund· $321K(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE GAC 25554 - FEE CLASS 75 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST III · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $321K | 5.8% |
Related plans
Other plans using AMERITAS LIFE INSURANCE CORP
AMERITAS HOLDING COMPANY
AMERITAS 401(K) RETIREMENT PLAN
$821.8M · 2,458 participants
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
$649.1M
ATLAS TECHNICAL CONSULTANTS, LLC
ATLAS TECHNICAL CONSULTANTS 401(K) PLAN
$326.2M · 3,506 participants
TANDEM MANAGEMENT, LLC
TANDEM HR, LLC 401(K) PLAN
$309.9M · 9,352 participants
TANDEM HR, LLC
TANDEM HR, LLC 401(K) PLAN
$285.3M · 9,692 participants
ALPHASTAFF GROUP, INC.
ALPHASTAFF RETIREMENT SAVINGS PLAN
$252.3M · 7,291 participants
Similar-size Accommodation & Food Services plans
FOX RESTAURANT CONCEPTS, LLC
FOX RESTAURANT CONCEPTS 401(K) PLAN
$5.5M · 80 participants
BLUE PLATE RESTAURANT COMPANY, INC.
BLUE PLATE 401(K) PLAN
$5.6M · 355 participants
MONTGOMERY INN, INC.
MONTGOMERY INN, INC. PROFIT SHARING PLAN
$5.5M · 106 participants
PRADO ENTERPRISES, INC.
PRADO ENTERPRISES, INC. 401(K) PLAN
$5.5M · 754 participants
NANDO'S RESTAURANT GROUP, INC.
NANDO'S 401(K) RETIREMENT PLAN
$5.4M · 1,451 participants
CASA RIO, INC.
LOS LEONES 401(K) RETIREMENT PLAN
$5.4M · 213 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B