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Original filing (PDF)20250922163127NAL0004900529001
SUMMIT RESTAURANT GROUP, LLC
Form 5500
FILING_RECEIVED
SUMMIT RESTAURANT GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
874
Accounts w/ balance
121
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT RESTAURANT GROUP, LLC.
Plan sponsor
Name
SUMMIT RESTAURANT GROUP, LLC
EIN
71-1006152
Address
600 NW MOCK AVE · BLUE SPRINGS, MO · 64014
Phone
(816) 224-3336
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
2025-09-22
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $11K | — |
Investments
23 direct securities · 1 pooled fund· $14.5M(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.
Uncategorized
$7.6M
23 holdings
Pooled Separate Account
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $6.9M | 90.7% | |
| party collateral, par, or maturity value ($) The Standard Insurance Company Fidelity 500 Index Pooled separate account | — | — | — | $1.5M | 20.3% | |
| Dodge & Cox Income X Pooled separate account | — | — | — | $1.3M | 16.8% | |
| Vanguard Developed Markets Index Pooled separate account | — | — | — | $1.0M | 13.6% | |
| NYLI Winslow Large Cap Gro I Pooled separate account | — | — | — | $854K | 11.3% | |
| MFS Value R6 Pooled separate account | — | — | — | $672K | 8.9% | |
| Standard Stable Asset B** Guaranteed investment contract | — | — | — | $583K | 7.7% | |
| Fidelity Small Cap Index Pooled separate account | — | — | — | $383K | 5.1% | |
| T. Rowe Price Mid-Cap Growth Pooled separate account | — | — | — | $281K | 3.7% | |
| Vanguard Wellington Adm Pooled separate account | — | — | — | $240K | 3.2% | |
| Allspring Special Mid Cap Val Ins Pooled separate account | — | — | — | $200K | 2.6% | |
| Vanguard Int Term Treas Adm Pooled separate account | — | — | — | $131K | 1.7% | |
| Loan notes 9.50%, with various maturities | — | — | — | $118K | 1.6% | |
| John Hancock Disciplined Value Midcap Pooled separate account | — | — | — | $102K | 1.3% | |
| Fidelity Mid Cap Index Pooled separate account | — | — | — | $67K | 0.9% | |
| JP Morgan US Equity R6 Pooled separate account | — | — | — | $35K | 0.5% | |
| Vanguard Equity Income Adm Pooled separate account | — | — | — | $30K | 0.4% | |
| Voya Small Cap Growth I Pooled separate account | — | — | — | $21K | 0.3% | |
| Vanguard Growth Index Adm Pooled separate account | — | — | — | $7K | <0.1% | |
| PIMCO Income Installment Pooled separate account | — | — | — | $6K | <0.1% | |
| Franklin Small Cap Value R6 Pooled separate account | — | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index Pooled separate account | — | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Value Index Pooled separate account | — | — | — | $2K | <0.1% | |
| PGIM High Yield Z Pooled separate account | — | — | — | $1K | <0.1% |
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