Latoya Bailey signed Restaurant Growth Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Restaurant Growth Services, LLC's EIN is 37-1689186.
Download the official 2024 Form 5500 (PDF) for Restaurant Growth Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Restaurant Growth Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $211K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING | — | BOSTON, MA | CONSULTANT | $115K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Blue Chip Growth Fund a | Mutual Funds | — | — | $14.4M | 18.5% | |
| Victory Sycamore Established Value Fund a | Other securities | — | — | $8.7M | 11.2% | |
| Fidelity Investments Puritan Fund a | Mutual Funds | — | — | $7.5M | 9.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares a | Common Collective Trusts | — | — | $7.3M | 9.4% | |
| BlackRock Lifepath Index Retirement Instl Fund a | Other securities | — | — | $6.3M | 8.1% | |
| MFS Value Fund a | Mutual Funds | — | — | $4.4M | 5.7% | |
| BlackRock Lifepath Index 2040 Instl Fund a | Other securities | — | — | $3.7M | 4.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.2M | 4.1% | |
| JP Morgan Core Bond Fund a | Other securities | — | — | $2.4M | 3.1% | |
| BlackRock Lifepath Index 2055 Instl Fund a | Other securities | — | — | $2.2M | 2.8% | |
| American Funds EuroPacific Growth Fund a | Mutual Funds | — | — | $2.2M | 2.8% | |
| BlackRock Lifepath Index 2030 Instl Fund a | Other securities | — | — | $2.1M | 2.7% | |
| BlackRock Lifepath Index 2045 Instl Fund a | Other securities | — | — | $2.0M | 2.6% | |
| BlackRock Lifepath Index 2035 Instl Fund a | Other securities | — | — | $1.8M | 2.3% | |
| Invesco Small Cap Growth Fund a | Mutual Funds | — | — | $1.7M | 2.2% | |
| BlackRock Lifepath Index 2050 Instl Fund a | Other securities | — | — | $1.7M | 2.1% | |
| Carillon Eagle Mid Cap Growth Fund a | Other securities | — | — | $1.5M | 1.9% | |
| Vanguard Total Int Stock Index Fund a | Common Collective Trusts | — | — | $1.4M | 1.8% | |
| Vanguard Total Bond Market Index Admiral Shares a | Mutual Funds | — | — | $1.1M | 1.4% | |
| Loans to Participants Interest rates ranging from 4.25% to 10.00% | Bonds / Notes | — | — | $619K | 0.8% | |
| Vanguard Inflation Protected Fund a | Mutual Funds | — | — | $579K | 0.7% | |
| Victory Integrity Small Cap Fund a | Other securities | — | — | $556K | 0.7% | |
| DFA Emerging Markets Core Instl Fund a | Mutual Funds | — | — | $410K | 0.5% | |
| American Funds Capital World Fund a | Mutual Funds | — | — | $76K | <0.1% | |
| BlackRock BLF FedFund a | Other securities | — | — | $75K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $72K | $72K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROSSLIN, PLLC | — | NASHVILLE, TN | ACCOUNTANT | $14K | — |
