Back to filter
Original filing (PDF)20251015112049NAL0004694561001
WEBBER RESTAURANT DEVELOPMENT, LLC
Form 5500-SF
FILING_RECEIVED
WEBBER RESTAURANT DEVELOPMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
433
Accounts w/ balance
38
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 9% 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 WEBBER RESTAURANT DEVELOPMENT, LLC.
Plan sponsor
Name
WEBBER RESTAURANT DEVELOPMENT, LLC
EIN
20-5479233
Address
61 LOWELL ROAD · GROTON, MA · 01450
Phone
(603) 275-1116
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
CASECK, LLC DBA/ THE HOPS COMPANY
THE HOPS COMPANY 401(K) PLAN
$1.3M · 8 participants
FIREBIRD RESTAURANT GROUP, LLC
FIREBIRD RESTAURANT GROUP, LLC 401(K) PLAN
$1.3M · 743 participants
BABYLON RESTAURANT GROUP INC. DBA BARRIQUE KITCHEN AND WINE BAR
BARRIQUE KITCHEN AND WINE BAR 401(K) PLAN
$1.3M · 10 participants
THE FLYING PANCAKES INC
THE FLYING PANCAKES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 11 participants
EDEN VALLEY BREWING INC.
EDEN VALLEY BREWING INC. 401(K) PLAN
$1.3M · 76 participants
CARDINALIS RESTAURANT, INC.
CARDINALIS RESTAURANT, INC. 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 6 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B