Original filing (PDF)20240906160020NAL0000814131001

RUTH'S HOSPITALITY GROUP, INC.

Name: RUTH'S HOSPITALITY GROUP, INC. — RUTH'S HOSPITALITY GROUP 401K PLAN, Form 5500 (2023)
Creator: RUTH'S HOSPITALITY GROUP, INC.

Form 5500

FILING_RECEIVED

RUTH'S HOSPITALITY GROUP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

22 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUTH'S HOSPITALITY GROUP, INC..

Plan sponsor

Name

RUTH'S HOSPITALITY GROUP, INC.

EIN

72-1060618

Address

1000 DARDEN CENTER DR. · ORLANDO, FL · 32837

Phone

(407) 245-5000

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-29

Filed

2024-09-06

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$242K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT	33-0905143	—	INVESTMENT ADVISOR	$87K	—

Accountant / Auditor

Investments

22 pooled funds· $0

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.

			% of plan
MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630	Common Collective Trust	$0	—
SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	$0	—
MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549	Common Collective Trust	$0	—
FLEXPATH+CON 2035 I1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233	Common Collective Trust	$0	—
FLEXPATH+AGR 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237	Common Collective Trust	$0	—
FLEXPATH+MOD 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229	Common Collective Trust	$0	—
FLEXPATH+CON 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230	Common Collective Trust	$0	—
LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375	Common Collective Trust	$0	—
FLEXPATH+MOD RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226	Common Collective Trust	$0	—
FLEXPATH+AGR 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234	Common Collective Trust	$0	—
FLEXPATH+CON 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236	Common Collective Trust	$0	—
FLEXPATH+CON 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239	Common Collective Trust	$0	—
FLEXPATH+MOD 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235	Common Collective Trust	$0	—
FLEXPATH+AGR RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225	Common Collective Trust	$0	—
LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426	Common Collective Trust	$0	—
SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488	Common Collective Trust	$0	—
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$0	—
FLEXPATH+MOD 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238	Common Collective Trust	$0	—
FLEXPATH+AGR 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228	Common Collective Trust	$0	—
FLEXPATH+AGR 2035 I1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231	Common Collective Trust	$0	—
FLEXPATH+MOD 2035 I1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232	Common Collective Trust	$0	—
INTL GR II FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619	Common Collective Trust	$0	—