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Original filing (PDF)20251014112317NAL0001300035001
CAMERON MITCHELL RESTAURANTS, LLC
Form 5500
FILING_RECEIVED
CAMERON MITCHELL RESTAURANTS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
3,902
Accounts w/ balance
486
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 12% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMERON MITCHELL RESTAURANTS, LLC.
Plan sponsor
Name
CAMERON MITCHELL RESTAURANTS, LLC
EIN
31-1410558
Address
390 W. NATIONWIDE BOULEVARD · COLUMBUS, OH · 43215
Phone
(614) 621-3663
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISORS | 59-2937883 | SAINT PETERSBURG, FL | INVESTMENT ADVISORY | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION DESIGN GROUP | 32-9321561 | WORTHINGTON, OH | THIRD PARTY ADMINISTRATO | $11K | — |
Investments
35 direct securities· $26.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $2.9M | 10.5% | |
| Nationwide Trust Company Investor Destinations Moderately Aggressive Fund Class R6 | — | — | — | $2.8M | 10.1% | |
| Invesco Global Fund Class Y | — | — | — | $2.3M | 8.4% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $2.1M | 7.7% | |
| Nationwide Trust Company S&P 500 Index Fund Class R6 | — | — | — | $1.7M | 6.1% | |
| Principal Capital Appreciation Fund Institutional Class | — | — | — | $1.3M | 4.8% | |
| Janus Henderson Balanced Fund Class N | — | — | — | $1.1M | 4.2% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $1.1M | 4.0% | |
| American Century Small Cap Value Fund Class R6 | — | — | — | $1.1M | 3.9% | |
| Nationwide Trust Company Investor Destinations Moderate Fund Class R6 | — | — | — | $1.1M | 3.8% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $1.0M | 3.8% | |
| TIAA-CREF Nuveen Lifecycle Index 2050 Fund Class R6 | — | — | — | $1.0M | 3.7% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $652K | 2.4% | |
| Nationwide Trust Company Investor Destinations Aggressive Fund Class R6 | — | — | — | $631K | 2.3% | |
| Nationwide Trust Company Fixed Select Option** | — | — | — | $567K | 2.1% | |
| Lord Abbett Developing Growth Fund Class R5 | — | — | — | $528K | 1.9% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $475K | 1.7% | |
| Principal Equity Income Fund Institutional Class | — | — | — | $467K | 1.7% | |
| Nationwide Trust Company Investor Destinations Moderately Conservative Fund Class R6 | — | — | — | $458K | 1.7% | |
| TIAA-CREF Nuveen Lifecycle Index 2055 Fund Class R6 | — | — | — | $440K | 1.6% | |
| TIAA-CREF Nuveen Lifecycle Index 2060 Fund Class R6 | — | — | — | $339K | 1.2% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Class | — | — | — | $335K | 1.2% | |
| TIAA-CREF Nuveen Lifecycle Index 2040 Fund Class R6 | — | — | — | $296K | 1.1% | |
| Trust for Professional Managers Performance Trust Strategic Bond Fund | — | — | — | $283K | 1.0% | |
| TIAA-CREF Nuveen Lifecycle Index 2045 Fund Class R6 | — | — | — | $280K | 1.0% | |
| Notes Receivable from Participants Notes receivable from participants bearing interest rates ranging from 4.25% to 9.50% with various maturity dates through 2029 | — | — | — | $231K | 0.8% | |
| TIAA-CREF Nuveen Lifecycle Index 2035 Fund Class R6 | — | — | — | $190K | 0.7% | |
| Nationwide Trust Company Investor Destinations Conservative Fund Class R6 | — | — | — | $180K | 0.7% | |
| TIAA-CREF Nuveen Lifecycle Index 2030 Fund Class R6 | — | — | — | $148K | 0.5% | |
| TIAA-CREF Nuveen Lifecycle Index 2065 Fund Class R6 | — | — | — | $118K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle Index 2010 Fund Class R6 | — | — | — | $94K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle Index 2015 Fund Class R6 | — | — | — | $17K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Index Retirement Income Fund Class R6 | — | — | — | $8K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Index 2025 Fund Class R6 | — | — | — | $8K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Index 2020 Fund Class R6 | — | — | — | $6K | <0.1% |