· 2022–2024 · DOL EFAST2

Shugrue Restaurant Management LL — SRM 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260529103252NAL0011834016001

Shugrue Restaurant Management LL

Form 5500-SF

FILING_RECEIVED

SRM 401(k) Plan

401(k) retirement plan · Shugrue Restaurant Management LL's SRM 401(k) Plan held $254K in plan assets for 62 participants in 2025.

Active participants

62

Accounts w/ balance

31

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

39

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SHUGRUE RESTAURANT MANAGEMENT LL

EIN

84-1828371all filings

Address

4514 TRAVIS STREET · SUITE 211 · DALLAS, TX · 75205

Phone

(914) 772-6581

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

South Coast Deli, Inc.

South Coast Deli 401(k) Plan

$254K · 45 participants

Pittsburgh Pizza North Inc.

Pittsburgh Pizza North Inc. 401(k) Plan

$253K · 6 participants

RA Johnsfam, Inc.

RA Johnsfam, Inc. 401(k) Plan

$254K · 124 participants

Dslrc Enterprises, LLC

Dslrc Enterprises, LLC 401(k) Plan

$254K · 32 participants

Its All Good Milco, LLC

IT'S All Good Milco, LLC 401(k) Plan

$254K · 35 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.