How big is SERG Restaurant Group LLC's plan?

SERG Restaurant Group LLC's plan reported $1.4M in assets and 115 participants for 2024.

Original filing (PDF)20250630105704NAL0028634034001

SERG Restaurant Group LLC

Name: SERG Restaurant Group LLC — SERG Restaurant Group, Form 5500 (2024)
Creator: SERG Restaurant Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SERG Restaurant Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SERG Restaurant Group LLC's SERG Restaurant Group LLC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jordan Norris signed SERG Restaurant Group LLC's 2024 Form 5500 as plan administrator.

Jordan Norris — 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

SERG Restaurant Group LLC's EIN is 26-4689861.

EIN 26-4689861

Plan number 001

Plan year 2024

ACK ID 20250630105704NAL0028634034001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SERG Restaurant 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 SERG RESTAURANT GROUP LLC.

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score