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Original filing (PDF)20251027191002NAL0004090691001
TUCKER RESTAURANT GROUP, LLC
Form 5500
FILING_RECEIVED
TUCKER RESTAURANT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 35.4 mo
Active participants
135
Accounts w/ balance
67
Plan assets (EOY)
$780K
Net assets (EOY)
$780K
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 35.4 months past the 10.5-month grace window.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (74 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUCKER RESTAURANT GROUP, LLC.
Plan sponsor
Name
TUCKER RESTAURANT GROUP, LLC
EIN
46-5090050
Address
566 HARVEY ROAD · MANCHESTER, NH · 03103
Phone
(603) 205-0805
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-10-27
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $6K | — |
Investments
17 direct securities· $776K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | — | — | — | $166K | 21.2% | |
| Vanguard FTSE Developed Markets " | — | — | — | $130K | 16.7% | |
| iShares Core S&P Total U.S. Stock Market ETF " | — | — | — | $97K | 12.5% | |
| iShares Core MSCI Total International Stock ETF " | — | — | — | $76K | 9.7% | |
| Vanguard FTSE Emerging Markets " | — | — | — | $75K | 9.6% | |
| Vanguard Value ETF " | — | — | — | $44K | 5.6% | |
| Vanguard Mid-Cap Value ETF " | — | — | — | $36K | 4.6% | |
| Vanguard Small-Cap Value ETF " | — | — | — | $30K | 3.9% | |
| Vanguard Total International Bond ETF " | — | — | — | $26K | 3.3% | |
| iShares Core Total US Bond Market ETF " | — | — | — | $25K | 3.2% | |
| SPDR S&P 1500 Value Tilt ETF " | — | — | — | $22K | 2.8% | |
| Global X Thematic Growth ETF " | — | — | — | $17K | 2.2% | |
| iShares Emerging Markets USD Bond ETF " | — | — | — | $13K | 1.7% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | — | — | — | $8K | 1.0% | |
| iShares Core International Aggregate Bond " | — | — | — | $5K | 0.7% | |
| Vanguard US Total Bond Market ETF " | — | — | — | $5K | 0.7% | |
| Bitwise Crypto Industry Innovators ETF Exchange traded fund | — | — | — | $2K | 0.2% |
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