Back to filter
Original filing (PDF)20250718121320NAL0001696529001
PEARL MGMT GROUP LLC
Form 5500-SF
FILING_RECEIVED
PEARL MGMT GROUP LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
291
Accounts w/ balance
10
Plan assets (EOY)
$144K
Net assets (EOY)
$144K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEARL MGMT GROUP LLC.
Plan sponsor
Name
PEARL MGMT GROUP LLC
EIN
13-4157310
Address
C/O RYE GRILL · 1 STATION PLAZA · RYE, NY · 10580
Phone
(914) 921-8132
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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
RICO RICO TACO INC.
RICO RICO TACO INC 401K
$144K · 29 participants
4N RESTAURANT GROUP, INC.
4N RESTAURANT GROUP RETIREMENT PLAN
$144K · 33 participants
FOX SMOKEHOUSE BBQ LLC
FOX SMOKEHOUSE BBQ LLC 401(K) PROFIT SHARING PLAN & TRUST
$144K · 25 participants
CASSARIANO INC
CASSARIANO 401(K) PLAN
$144K · 21 participants
MACVANE TRAY ENTERPRISES, INC
MACVANE TRAY ENTERPRISES 401(K) PLAN
$145K · 24 participants
SJG RESTAURANT CORP.
SJG RESTAURANT CORP. DBA MARINER'S HARBOR 401(K) PROFIT SHARING PLAN
$145K · 16 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