Original filing (PDF)20251013124615NAL0001248529001

WARD RESTAURANTS LLC

Name: WARD RESTAURANTS LLC — WARD RESTAURANTS LLC 401(K) PLAN, Form 5500 (2024)
Creator: WARD RESTAURANTS LLC

Form 5500-SF

FILING_RECEIVED

WARD RESTAURANTS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD RESTAURANTS LLC.

Plan sponsor

Name

WARD RESTAURANTS LLC

EIN

39-2902812

Address

6751 OLD MONROE RD · INDIAN TRAIL, NC · 28079

Phone

(704) 776-4655

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

MEX-ITALI INN, INC.

MEX-ITALI INN, INC. 401(K) P/S PLAN

$300K · 11 participants

ARNON OREN, INC.

ARNON OREN, INC. 401(K) PLAN

$301K · 26 participants

ROBERTS QSR MANAGEMENT, INC.

ROBERTS QSR MANAGEMENT 401(K) PLAN

$300K · 45 participants

CELEBRATIONS CATERING

CELEBRATIONS CATERING 401(K) PLAN

$301K · 9 participants

TASTE BUDS KITCHEN LLC

TASTE BUDS KITCHEN LLC 401(K) PLAN

$303K · 10 participants