Original filing (PDF)20251012144841NAL0000635714001

PE GASTRO MANAGEMENT, LLC

Name: PE GASTRO MANAGEMENT, LLC — THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC, Form 5500 (2024)
Creator: PE GASTRO MANAGEMENT, LLC

Form 5500

FILING_RECEIVED

THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC

401(k) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

625

Accounts w/ balance

861

Plan assets (EOY)

$136.6M

Net assets (EOY)

$136.6M

How this plan invests

This plan

2 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

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PE GASTRO MANAGEMENT, LLC.

Plan sponsor

Name

PE GASTRO MANAGEMENT, LLC

EIN

84-2396811

Address

10770 COLUMBIA PIKE · SUITE 400 · SILVER SPRING, MD · 20901

Phone

(240) 485-5200

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-12

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	CONSULTANT	$104K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$137K	—
N.A. FALCONE & ASSOCIATES, INC.

Investments

2 pooled funds· $17.8M(13% 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.

			% of plan
PRIN LGCP S& P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$12.8M	9.4%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$4.9M	3.6%