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Original filing (PDF)20250918095432NAL0000602387001
PAPPAS RESTAURANTS, INC.
Form 5500
FILING_RECEIVED
PAPPAS RESTAURANTS 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,786
Accounts w/ balance
1,481
Plan assets (EOY)
$51.3M
Net assets (EOY)
$51.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAPPAS RESTAURANTS, INC..
Plan sponsor
Name
PAPPAS RESTAURANTS, INC.
EIN
76-0193066
Address
13939 NORTHWEST FREEWAY · HOUSTON, TX · 77040
Phone
(713) 264-8801
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY PC | — | HOUSTON, TX | OTHER | $7K | — |
Investments
2 pooled funds· $3.5M(7% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 6.9% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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