Original filing (PDF)20241002193857NAL0018379538001

WARD RESTAURANTS LLC

Name: WARD RESTAURANTS LLC — WARD RESTAURANTS LLC 401(K) PLAN, Form 5500 (2023)
Creator: WARD RESTAURANTS LLC

Form 5500-SF

FILING_RECEIVED

WARD RESTAURANTS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD RESTAURANTS LLC.

Plan sponsor

Name

WARD RESTAURANTS LLC

EIN

82-3271737

Address

6751 OLD MONROE RD · INDIAN TRAIL, NC · 28079

Phone

(704) 776-4655

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

2023-12-31

Filed

2024-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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