Original filing (PDF)20250822112717NAL0005247569001

OSI Restaurant Partners, LLC

Name: OSI Restaurant Partners, LLC — OSI Restaurant, Form 5500 (2024)
Creator: OSI Restaurant Partners, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

OSI Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust

401(k) retirement plan · OSI Restaurant Partners, LLC's OSI Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust held $194.9M in plan assets for 4,894 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

4,894

Accounts w/ balance

4,491

Plan assets (EOY)

$194.9M

Net assets (EOY)

$194.9M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSI RESTAURANT PARTNERS, LLC.

Plan sponsor

Name

OSI RESTAURANT PARTNERS, LLC

EIN

59-3061413all filings

Address

2202 NORTH WEST SHORE BLVD. · SUITE 500 · TAMPA, FL · 33607

Phone

(813) 282-1225

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$132K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$31K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities · 1 pooled fund· $199.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$119.2M

19 holdings

Common Collective Trusts

$36.4M

3 holdings

Other securities

$26.4M

7 holdings

Common Collective Trust

$10.4M

1 holding

Bonds / Notes

$7.3M

1 holding

					% of plan
Fidelity Freedom 2045 Fund Class K N/A	Mutual Funds	—	—	$20.7M	10.6%
Vanguard Institutional Index Fund Institutional Shares N/A	Common Collective Trusts	—	—	$20.3M	10.4%
Fidelity Freedom 2050 Fund Class K N/A	Mutual Funds	—	—	$20.2M	10.4%
Fidelity Freedom 2055 Fund Class K N/A	Mutual Funds	—	—	$20.0M	10.3%
Fidelity Freedom 2035 Fund Class K N/A	Mutual Funds	—	—	$15.2M	7.8%
JPMorgan Large Cap Growth Fund Class R6 N/A	Other securities	—	—	$14.8M	7.6%
Fidelity Freedom 2040 Fund Class K N/A	Mutual Funds	—	—	$13.0M	6.7%
Collective Investment Trust Fund ** Fidelity Managed Income Portfolio Class 2 N/A	Common Collective Trusts	—	—	$10.4M	5.3%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$10.4M	5.3%
9.50% N/A	Bonds / Notes	—	—	$7.3M	3.7%
Fidelity Mid Cap Index Fund N/A	Common Collective Trusts	—	—	$5.6M	2.9%
Fidelity Freedom 2030 Fund Class K N/A	Mutual Funds	—	—	$5.4M	2.8%
Fidelity Freedom 2060 Fund Class K N/A	Mutual Funds	—	—	$4.8M	2.5%
TCW MetWest Total Return Bond Fund Plan Class N/A	Other securities	—	—	$3.9M	2.0%
Invesco Discovery Fund Class R6 N/A	Mutual Funds	—	—	$3.8M	1.9%
Fidelity Freedom 2025 Fund Class K N/A	Mutual Funds	—	—	$2.8M	1.5%
JPMorgan Undiscovered Managers Behavioral Value Fund Class L N/A	Other securities	—	—	$2.8M	1.4%
American Funds EuroPacific Growth Fund Class R6 N/A	Mutual Funds	—	—	$2.6M	1.3%
MFS International Intrinsic Value Fund Class R6 N/A	Mutual Funds	—	—	$2.5M	1.3%
JPMorgan Equity Income Fund Class R6 N/A	Other securities	—	—	$2.3M	1.2%
Fidelity Freedom 2010 Fund Class K N/A	Mutual Funds	—	—	$1.8M	0.9%
Fidelity Freedom Income Fund Class K N/A	Mutual Funds	—	—	$1.6M	0.8%
Fidelity Freedom 2020 Fund Class K N/A	Mutual Funds	—	—	$1.4M	0.7%
Global Quality Growth Partners Emerging Markets Equity Fund R6 Shares N/A	Other securities	—	—	$1.1M	0.6%
Fidelity Freedom 2065 Fund Class K N/A	Mutual Funds	—	—	$1.0M	0.5%
Vanguard Selected Value Fund Investor Shares N/A	Mutual Funds	—	—	$1.0M	0.5%
Neuberger Berman Strategic Income Fund Class R6 N/A	Other securities	—	—	$991K	0.5%
MFS Mid Cap Growth Fund Class R6 N/A	Mutual Funds	—	—	$986K	0.5%
BlackRock Impact Mortgage Fund Class Institutional N/A	Other securities	—	—	$428K	0.2%
Fidelity Freedom 2015 Fund Class K N/A	Mutual Funds	—	—	$247K	0.1%
Money Market Fund ** Fidelity Government Money Market Fund N/A	Mutual Funds	—	—	$65K	<0.1%