Back to filter
Original filing (PDF)20250331142222NAL0005592401001
SDS RESTAURANT GROUP LLC
Form 5500-SF
FILING_RECEIVED
SDS RESTAURANT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
498
Accounts w/ balance
65
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDS RESTAURANT GROUP LLC.
Plan sponsor
Name
SDS RESTAURANT GROUP LLC
EIN
45-4973417
Address
3280 CHARLES BOULEVARD, SUITE A · GREENVILLE, NC · 27858
Phone
(917) 583-8927
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
THYME LLC
THYME LLC 401(K) PENSION PLAN
$1.5M · 22 participants
R & M RESTAURANT SERVICES, INC.
BOWMANSTOWN DINER, 401(K) PLAN
$1.5M · 15 participants
LATTA HOSPITALITY GROUP
LATTA HOSPITALITY GROUP 401(K) PLAN
$1.5M · 37 participants
ROBERTS AND ROBERTS, INC.
ROBERTS & ROBERTS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN
$1.5M · 79 participants
SWEET CREAM ENTERPRISES, LLC
SWEET CREAM ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 30 participants
PIZZA RUSTICA, INC.
PIZZA RUSTICA, INC. 401(K) PLAN
$1.5M · 8 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants