How big is Success Foods Management Group LLC's plan?

Success Foods Management Group LLC's plan reported $4.7M in assets and 2,822 participants for 2024.

Original filing (PDF)20251002085406NAL0000161091001

Success Foods Management Group LLC

Name: Success Foods Management Group LLC — Torchy's Tacos, Form 5500 (2024)
Creator: Success Foods Management Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Torchy's Tacos 401(k) Plan

401(k) retirement plan · Success Foods Management Group LLC's Torchy's Tacos 401(k) Plan held $4.7M in plan assets for 2,822 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

2,822

Accounts w/ balance

245

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Tiffany Schunn signed Success Foods Management Group LLC's 2024 Form 5500 as plan administrator.

Tiffany Schunn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Success Foods Management Group LLC's EIN is 26-0483845.

EIN 26-0483845

Plan number 001

Plan year 2024

ACK ID 20251002085406NAL0000161091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Success Foods Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Success Foods Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUCCESS FOODS MANAGEMENT GROUP LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 112K (12% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

SUCCESS FOODS MANAGEMENT GROUP LLC

EIN

all filings

Address

4501 SPRINGDALE ROAD · AUSTIN, TX · 78723

Phone

(512) 441-8900

Industry

Accommodation & Food Services

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

2025-10-02

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)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401K ASSOCIATES	22-0118145	HOUSTON, TX	THIRD PARTY ADMINISTRATOR	$9K	—

Investments

33 direct securities · 1 pooled fund· $9.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.6M

1 holding

Pooled Separate Accounts

$4.6M

31 holdings

Bonds / Notes

$91K

1 holding

Other securities

$17K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$4.6M	97.7%
American Funds Target Date Retirement 2055 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.0M	21.9%
American Funds Target Date Retirement 2045 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$793K	16.9%
American Funds Target Date Retirement 2050 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$563K	12.0%
American Funds Target Date Retirement 2040 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$458K	9.7%
American Funds Target Date Retirement 2035 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$455K	9.7%
Vanguard Mid Cap Index Admiral Pooled Separate Accounts	Pooled Separate Accounts	—	—	$290K	6.2%
American Funds Target Date Retirement 2060 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$237K	5.0%
iShares S&P 500 Index K Pooled Separate Accounts	Pooled Separate Accounts	—	—	$138K	2.9%
With varying maturity dates through July 2029 and interest rates ranging from * Notes receivable from participants 5.25% to 10.50%	Bonds / Notes	—	—	$91K	1.9%
Vanguard Total Inl Stock Index Admiral Pooled Separate Accounts	Pooled Separate Accounts	—	—	$89K	1.9%
American Funds Target Date Retirement 2030 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$86K	1.8%
American Funds the Growth Fund of America R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$53K	1.1%
Vanguard Small Cap Index Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$43K	0.9%
Invesco Diversified Dividend R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$36K	0.8%
Blackrock Total Return K Pooled Separate Accounts	Pooled Separate Accounts	—	—	$36K	0.8%
Franklin Growth R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$34K	0.7%
MassMutual Inflation-Protected and Income I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$34K	0.7%
American Funds Fundamental Investors R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$33K	0.7%
American Funds Target Date Retirement 2025 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$25K	0.5%
Invesco EQV Emerging Mrkts All Cap Fd R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$19K	0.4%
Invesco Small Cap Growth R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$18K	0.4%
MassMutual Small CP Grth Eqty I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$18K	0.4%
MassMutual General Account General Account	Other securities	—	—	$17K	0.4%
American Funds American Balanced R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$17K	0.4%
Victory Sycamore Est Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$17K	0.4%
MassMutual International Eqty 1 Pooled Separate Accounts ** 392 * MassMutual Overseas I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$16K	0.3%
American Funds Capital Income Builder R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$14K	0.3%
Invesco Real Estate R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$12K	0.3%
American Century Equity Income R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	0.2%
Pimco Income Inst Pooled Separate Accounts	Pooled Separate Accounts	—	—	$7K	0.1%
MassMutual High Yield I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$5K	0.1%
American Funds Target Date Retirement 2020 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	<0.1%
MFS Mid Cap Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3K	<0.1%