Back to filter
Original filing (PDF)20240202132717NAL0027809409001
MCGUIRES MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
MCGUIRES MANAGEMENT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 110.5 moNo recordkeeper disclosed
Active participants
366
Accounts w/ balance
117
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score
74
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Filed 110.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 32% 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 MCGUIRES MANAGEMENT GROUP, LLC.
Plan sponsor
Name
MCGUIRES MANAGEMENT GROUP, LLC
EIN
59-1482532
Address
600 EAST GREGORY STREET · PENSACOLA, FL · 32502
Phone
(850) 433-6715
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2013-01-01
Tax period
2013-12-31
Filed
2024-02-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SALTMARSH CLEAVELAND & GUND
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Accommodation & Food Services plans
JOHN D. CRAWFORD, JR., INC.
ALADDINS NATURAL EATERY SAVINGS AND RETIREMENT PLAN
$1.6M · 20 participants
FOOD SERVICES, INC.
FOOD SERVICES, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 20 participants
LISAYNE LLC
WALL STREET BAR & GRILL 401(K) PLAN
$1.6M · 34 participants
DINE WITH US RESTAURANT GROUP, LLC
DINE WITH US RESTAURANT GROUP, LLC 401(K) PLAN
$1.6M · 47 participants
CHEZ FRANCOIS OF GREAT FALLS LLC
CHEZ FRANCOIS OF GREAT FALLS LLC 401(K) PROFIT SHARING PLAN & TRU
$1.6M · 83 participants
TOUSEY HOUSE TAVERN
TOUSEY HOUSE TAVERN 401(K) PROFIT SHARING PLAN
$1.6M · 29 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants