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Original filing (PDF)20251014000753NAL0001963217001
FLANIGANS ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
FLANIGAN'S 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,423
Accounts w/ balance
433
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 6% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLANIGANS ENTERPRISES, INC..
Plan sponsor
Name
FLANIGANS ENTERPRISES, INC.
EIN
59-0877638
Address
5059 NE 18TH AVENUE · FORT LAUDERDALE, FL · 33334
Phone
(954) 377-1961
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNRESNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $8K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
Investments
20 direct securities · 1 pooled fund· $27.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.5M
20 holdings
Pooled Separate Account
$13.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $13.3M | 91.7% | |
| Large Cap Growth Fund III I1 | — | — | — | $2.3M | 16.2% | |
| Vanguard Wellington Fund | — | — | — | $1.9M | 12.8% | |
| International Equity Fund I1 | — | — | — | $1.2M | 8.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.2M | 7.9% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $998K | 6.9% | |
| Mid Cap Growth Fund II I1 | — | — | — | $927K | 6.4% | |
| Voya Fixed Account | — | — | — | $871K | 6.0% | |
| Vanguard Equity Income Fund | — | — | — | $734K | 5.1% | |
| Mid Cap Value Fund I1 | — | — | — | $665K | 4.6% | |
| Fidelity Small Cap Value Fund | — | — | — | $662K | 4.6% | |
| Small Cap Growth Fund II I1 | — | — | — | $641K | 4.4% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $545K | 3.8% | |
| Lord Abbett Shrt Dur Inc Fund R6 | — | — | — | $390K | 2.7% | |
| PGIM Global Total Return Fund R6 | — | — | — | $364K | 2.5% | |
| Participant loans | — | — | — | $327K | 2.3% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $322K | 2.2% | |
| Vanguard Real Estate Index | — | — | — | $198K | 1.4% | |
| Northern Funds Md Cap Index Fund | — | — | — | $192K | 1.3% | |
| PIMCO Real Return Fund Ins | — | — | — | $135K | 0.9% | |
| Voya Gv Mny Mkt Fund A | — | — | — | $8K | <0.1% |
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